Swj Financial Services

At Centurion Wealth Advisors, LLC, we believe that success is not just about accumulating wealth, but also about protecting it and ensuring that it lasts for generations to come. Our mission is to equip our clients with the tools and knowledge needed to make wise financial and business decisions, so they can achieve their goals and live a fulfilling life.

Our Story

Founded on the principles of integrity, teamwork, and excellence, Centurion Wealth Advisors is a boutique financial planning firm that delivers high-touch, high-quality service to our clients. Our team of experts is committed to providing personalized service that is tailored to the unique needs of professional athletes, small businesses, and charitable organizations. With over 40 years of combined experience, our team of Certified Financial Planners (CFP), Certified Public Accountants (CPA), and Masters of Business Administration (MBA) professionals has the knowledge and expertise to help our clients achieve their financial goals.

Our Services

At Centurion Wealth Advisors, we offer a wide range of services designed to help our clients grow and protect their wealth. Our services include:

• Wealth Management: We help our clients create a comprehensive financial plan that integrates investments, tax considerations, legacy and estate needs, and insurance solutions. Our goal is to position our clients to plan for their futures, protect their assets, and achieve their personal goals.

Financial Planning: We provide financial planning services that are tailored to the unique needs of our clients. Our financial plans are designed to help our clients achieve their financial goals and ensure that they are prepared for life's transitions.

Investment Management: We offer investment management services that are designed to help our clients grow and protect their wealth. Our investment strategies are tailored to the unique needs of our clients and are designed to help them achieve their financial goals.

Tax Planning: We provide tax planning services that are designed to help our clients minimize their tax liability and maximize their after-tax returns. Our tax planning strategies are tailored to the unique needs of our clients and are designed to help them achieve their financial goals.

Estate Planning: We provide estate planning services that are designed to help our clients ensure that their wishes are carried out and that their assets are preserved for their loved ones. Our estate planning strategies are tailored to the unique needs of our clients and are designed to help them achieve their financial goals.

Insurance Planning: We provide insurance planning services that are designed to help our clients protect their valuable assets and ensure that they have adequate protection in the event of a unexpected event or loss of income. Our insurance planning strategies are tailored to the unique needs of our clients and are designed to help them achieve their financial goals.

Retirement Planning: We provide retirement planning services that are designed to help our clients approach retirement with confidence. Our retirement planning strategies are tailored to the unique needs of our clients and are designed to help them achieve their financial goals.

Legacy Planning: We provide legacy planning services that are designed to help our clients ensure that their wishes are carried out and that their legacy is preserved for their loved ones. Our legacy planning strategies are tailored to the unique needs of our clients and are designed to help them achieve their financial goals.

Why Choose Us

At Centurion Wealth Advisors, we believe that our clients deserve the best possible service and expertise to help them achieve their financial goals. Our team of professionals is committed to providing personalized service that is tailored to the unique needs of our clients. We are committed to integrity, teamwork, and excellence, and we believe that our clients are our business.