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Centurion Wealth Management LLC

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McLean, VA
Centurion Wealth Management LLC

Centurion Wealth is a true independent firm built on a foundation of sound ethics, mutual respect and deep integrity.

Investment advisory services offered through Centurion Wealth Management, LLC, a federally registered investment adviser. Centurion Wealth is a truly independent firm built on a foundation of sound ethics, mutual respect and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward th

eir financial goals in an unhindered fashion. Our consistent, long-term approach to wealth management and quality portfolio construction means we are not chasing returns and we are not swayed by temporary headlines. Instead, we focus on the fundamentals of investing and financial planning. We are only interested in helping our clients achieve their financial goals through holistic planning and helping our clients’ assets grow in a manner consistent with their unique objectives. Investment advisory services offered through Centurion Wealth Management, LLC, a federally registered investment adviser. Securities offered through Spire Securities, LLC, a registered broker/dealer and member FINRA/SIPC.

09/02/2026

Our Financial Planning Associate, Joaquin Grimord, recently had the opportunity to lead a financial literacy workshop for a wrestling group with Beat the Streets DC as part of its Summer Enrichment Program!

Joaquin’s presentation focused on practical financial skills participants can carry with them into the future, from creating a budget and managing money to understanding banking, credit cards, and the importance of paying off balances. He also provided an overview of Roth IRAs and how they can be used for long-term retirement savings.

To bring investing concepts to life, the workshop also included an interactive trading game and stock market simulation, giving the group a hands-on opportunity to explore how investing and the markets work.

We’re grateful for the opportunity to support financial education and spend time with the next generation!

08/31/2026

NEWS: For the 10th consecutive year, Centurion Wealth Management Partners Sterling D. Neblett, Wendy Ann Payne, and Mark McKaig have been named to Northern Virginia Magazine’s 2026 Top Financial Professionals list! 🏆🚀

The annual list is compiled through a peer survey of practicing Northern Virginia financial professionals, who are asked to recommend professionals they would refer to friends and family.

We’re proud to celebrate this 10-year milestone and congratulate Sterling, Wendy, and Mark on their continued recognition! 👏

08/28/2026

On August 15th, our Chief Operating Officer & Chief Compliance Officer, Jill Grimes, celebrated five years with Centurion Wealth Management!

Reflecting on the past five years, Jill shared:
“Five years at Centurion Wealth Management has gone by incredibly fast. I’m grateful to work alongside such a talented team and proud of what we’ve built together. I’m excited to see where the next five years take us.”

Join us in congratulating Jill on five successful and well-earned years aboard the Centurion Wealth rocket ship! 🚀

08/11/2026

We’re proud to share that Centurion Wealth Management has been named to the 2026 Inc. 5000 list for the fourth consecutive year, recognizing some of the fastest-growing private companies in the United States!

We’re incredibly proud of this milestone and grateful for the dedication of our team and the continued trust of the clients and families we have the privilege of serving.

Thank you to everyone who has been part of our journey. We’re excited for what’s ahead —join us in celebrating! 🎉🎉🎉

Learn more about this year’s recognition on our website: https://www.centurionwealth.com/post/centurion-wealth-named-to-inc-5000

08/06/2026

Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating your will keeps it aligned with your current circumstances and wishes. Here are 7 reasons to revisit your will:

1️⃣ Family Changes: Marriage, divorce, births, or losses can impact your strategy.
2️⃣ Relocation: Different places, different laws.
3️⃣ Financial Shifts: Reflect on your current assets.
4️⃣ Executor/Trustee: Ensure they’re still the right choice.
5️⃣ Law Changes: Stay compliant and minimize taxes.
6️⃣ Beneficiary Updates: Reflect evolving relationships.
7️⃣ Time: Review every 3-5 years.

07/30/2026

NEWS: We’re pleased to share that Centurion Wealth Management has been named to Financial Advisor Magazine’s America’s Top RIAs for 2026!!!

This is the first year our firm has been included on the list, and we are so appreciative of the recognition.
Milestone achieved! 🎉📣🚀

You can read more about Financial Advisor Magazine’s listing at our website: https://www.centurionwealth.com/post/centurion-top-rias

Centurion Wealth Management, LLC Award Disclosures: https://www.centurionwealth.com/award-disclosures

’sTopRIAs

07/16/2026

Your financial life isn't one-size-fits-all, and neither is our approach.

At Centurion, we take the time to understand each client's unique circumstances and goals. While we serve individuals and families from many backgrounds, we frequently work with:

• Entrepreneurs – navigating the financial complexities that can come with building and growing a business, from cash flow considerations to long-term planning.

• Independent Women – providing personalized guidance through life's financial transitions and helping develop a financial plan aligned with their goals and priorities.

• Corporate Executives – assisting with the unique financial considerations that often accompany executive compensation, equity awards, retirement planning, and tax-efficient planning strategies.

No matter where you are in your financial journey, our goal is to provide thoughtful, comprehensive financial planning and investment management.

07/07/2026

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.

07/04/2026

From our family to yours, wishing you a wonderful Independence Day!

250 years of our nation’s history. ❤️🤍💙

06/24/2026

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.

Address

7901 Jones Branch Drive Ste 230
McLean, VA
22102

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.centurionwealth.com/our-services

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