Reviews for Centurion Wealth Management
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed
Centurion Wealth Management has proved beneficial to my wife and I in so many ways. They have always had our best interests at heart. We couldn’t be happier with the professionalism of the entire management team.
Sterling, Wendy and the CWM team are the best. Their professionalism, responsiveness and guidance are “second-to-none!” I could also not be more pleased with the results achieved over the many years that CWM has managed my investments.
This year I decided to also retain CWM as my tax accountant and to represent my interests in all matters related to tax matters. As I expected, the services they have provided have been exceptional. I could not ask for anything more!
I highly recommend CWM and am happy to serve as a reference anytime.
Marty Ames
Before choosing Centurion, I talked to several financial advisors but something was always off. When I first met with Wendy, it felt so right and everything she said seemed logical.
I've been with Centurion for several years now, and looking back, it's easily one of the best financial decisions I’ve made. Since I'm retired and travel full-time, having someone handle the big picture gives me a lot of peace of mind. I really value how they've managed my portfolio—it has weathered the ups and downs of the market well while still giving me decent returns. Plus, they manage my investments and withdrawals to keep me in the lowest tax bracket possible, which...read full review