Centennial Wealth Management is an independent wealth management firm providing dedicated investment management and financial planning services to individuals, trusts, non-profits, and businesses. Our firm focuses on the disciplined management of value-oriented investment portfolios and we have experience investing through market cycles. We believe our independence from Wall Street, our client-focused priorities, and our disciplined investment approach are as important as ever in today’s complex financial markets.
Our sole business is providing transparent, fee-based investment management and modular financial/retirement planning. Our approach is highly personalized and begins by first thoroughly understanding your financial situation, investment objectives, and goals in order to develop a tailored solution, whether it is a custom investment portfolio or retirement plan. In either case, we provide a formalized investment strategy, financial plan and regularly communicate with you to ensure that you remain well-informed on your money.