McLean, VA, February 20, 2015
Spire Investment Partners is pleased to announce that Centurion Wealth Management, an independent Wealth Management firm located in McLean, Virginia has just joined Spire’s group of affiliates.
As the Founding Partners of Centurion Wealth, Sterling D. Neblett, CFP and Wendy Anne Payne have the resources, structure and ability to build one of the top wealth management firms in the country.
Their vision for starting Centurion Wealth was to establish a firm that focuses on clients through the complexities of the interrelated areas of wealth management including investments, taxes, cash flow generation, debt management, business succession, estate planning, charitable giving and risk management. A Certified Financial Planner™, Sterling also holds his securities licenses and last year was named to Northern Virginia Magazine’s Top Financial Professionals List.
Wendy and Sterling have formed Centurion and joined Spire because they feel it will enhance their clients experience by providing them with improved and expanded service, advanced technologies, multiple custodian relationships, business continuity and uniformity. They felt it was imperative to affiliate with a firm that would provide a robust operational and back-office support, compliance, IT assistance, administration, accounting, billing, reporting and other business-related operations so they can dedicate their time to what is most important to them; their clients.
Wendy specializes in working with women; specifically widows, divorcees and other women who suddenly find themselves solely responsible for making financial decisions for the first time. She has developed a thorough process that helps her female clientele navigate their ever-changing financial landscape. She advises her clients on a wide array of financial services including investment management, assets allocation and tax and estate planning. She also works closely with her clients’ professional advisory team, including accountants and estate planning attorneys, to ensure that her clients have a comprehensive and integrated wealth plan.
“Spire is committed to the belief that the advisor-client relationship is of utmost importance. This relationship depends on trust, flexibility, freedom of investment choice and the advisor’s ability to offer effective, comprehensive advice and service in a conflict-free environment. This is why we have chosen to work with such a forward-thinking firm. Spire exists to serve us– not the other way around. “
Steven Donald, Director of Business Relations adds, “We are thrilled that Sterling and Wendy chose to join us. As is the case with each of our new affiliates, we earn their business because of what we have built; we keep their business because of how we grow together in meeting their ongoing needs. We look forward to helping Sterling and Wendy and their team continue to grow their business and appreciate the confidence they have placed in us in choosing to partner.”
Spire Investment Partners, LLC., a hybrid firm, is the parent of both a SEC RIA and a FINRA member BD. Spire Investment Partners offers clearing and custody access to the 5 major custodial platforms. Spire Investment Partners is one of the most flexible RIA/BD combinations in the country. Spire is built to leverage its open architecture and advanced technology in building successful practices.
Spire Investment Partners is headquartered in McLean, Virginia with advisors servicing clients across the country. For more information on Spire Investment Partners, LLC., please go to http://www.joinspire.com or call our toll free number: (800) 737-8907
Spire Wealth Management, LLC. is a Federally Registered Investment Advisory Firm. Securities offered through an affiliate, Spire Securities, LLC. Member FINRA / SIPC.