Centennial Wealth Management

Informations générales

Our Vision:

To develop and maintain long-term relationships with clients who are committed to working with us to help them plan for their financial goals.

To ensure that the financial advice that we provide to clients is as individual as the clients themselves.

Our Mission:

Centennial Wealth Management seeks to inspire confidence in your financial future by providing creative solutions and individualized financial advice.

Your Dreams ... Your Wealth ... Your Legacy ... Simplified!

Areas of Focus:

Wealth Preservation Strategies
Retirement Planning Strategies
Estate Planning Strategies
Tax Planning Strategies
Investment Management
Intergenerational Planning
Domestic Partner Planning
Family Finances
Saving for Education
Employee Stock Options
Retirement Income Strategies
Social Security Retirement Benefits
Executive Compensation and Benefit Strategies
Investments
Insurance
Charitable Giving
Cash Flow Management Strategies

David Solomon, Private Wealth Advisor, CFP®, CRPC®, APMA®: I am licensed and registered to conduct business in MD.
Based on licenses and registrations I hold, I may also conduct business in PA, TN, DE, ME, MA, AZ, GA, NJ, VA, SC, LA, AK, IA, NE, MO, WA, DC, MT, CO, FL, NY, WI, NC, IN, CA, TX, NM, IL, WV, OH.
CA Insurance #0G37299

Richard Plant, Financial Advisor: I am licensed and registered to conduct business in MD.
Based on licenses and registrations I hold, I may also conduct business in IL, DE, MT, NC, FL, VA, WI, GA, LA, NY, TX, IN, MA, DC, SC, IA, NJ, PA, NM, CO, ME, OH, WV, CA, WA.
CA Insurance #0H44443

James Weslow, Financial Advisor: I am licensed and registered to conduct business in MD.
Based on licenses and registrations I hold, I may also conduct business in SC, AK, NJ, GA, MT, LA, PA, OH, IN, NY, CA, TN, DC, NC, WV, DE, VA, CO, AR, FL.

Holly Hobbs, CRPC®, Financial Advisor: I am licensed and registered to conduct business in MD.
Based on licenses and registrations I hold, I may also conduct business in FL, ME, NC, CA, VA, PA, DE, DC, MO, SC, NY, MA. CA Insurance #OK19473

Sean Eldred, CFP®, CFA, Financial Advisor: I am licensed and registered to conduct business in MD.
Based on licenses and registrations I hold, I may also conduct business in NY, NC, DE, DC, VA.

Working Together:

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect:

Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs

What to bring:

A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.