Centurion Wealth Management LLC

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can get started with tax-advantaged savings. Whether they put money in the account or you get it started for them with a gift, it’s a good way to start a great habit. For more information or to set up a meeting, drop us a note today!

We can explain the pros and cons of Custodial Roth IRA, and introduce you to some of the unique features of custodial accounts, including when kids can take control of the asset. Also, remember, with a Roth IRA, to qualify for the tax-free and penalty-free withdrawal of earnings, a Roth must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, and the original Roth IRA owner is not required to take minimum annual withdrawals.

Love, identity, and authenticity deserve to be celebrated—today and every day. 🌈

This Pride Month, we recognize and honor the LGBTQ+ community for the strength, courage, and joy they bring to every space they’re part of.

Today, we honor Juneteenth, recognizing its significance in American history, freedom, and its lasting impact today.

NEWS: We are pleased to announce the addition of two new team members!

Olac Pallan is our Director of Portfolio Management and will lead our investment strategy and portfolio management efforts, helping our team deliver thoughtful investment solutions aligned with clients’ objectives.

Joaquin Grimord joins our team as a Financial Planning Associate. He will assist our advisory team with financial planning support, analysis, and client service initiatives.

Welcome to the Centurion team!!!