A "fiduciary" is someone with an obligation to act on behalf of another with total trust, good faith and honesty. At Centennial Wealth Management we fundamentally adhere to the idea that our most important function is to act as a fiduciary for our clients. To us, dedication to our role as fiduciaries encompasses four main principles that guide every decision we make:
We believe it is our obligation to educate our clients about the investment process. We are passionate about forming meaningful partnerships with our clients. This can only happen when clients understand what we do and why we do it. We want educated clients who are active participants in defining and pursuing their individual investment goals.
Our clients know that we are 100% transparent about every step of the investment advisory process. That transparency begins with a clear understanding of what services we provide and the fees we earn for those services. Full and complete disclosure is our mantra.
We provide each client with unbiased advice regarding what investments are appropriate for their individual circumstances. We work tirelessly to make sure the advisory services we provide match each client's carefully defined investment objectives. We are vigilant in identifying potential conflicts of interest and we steadfastly avoid anything that would place our objectives at odds with those of our clients.
We strive to deploy the most proven investment strategies to accomplish our clients' objectives. We utilize our extensive experience and access to resources to identify investment products with proven track records of consistent performance. We explore innovative investment strategies and provide our clients with cutting edge research designed to understand market nuances and anticipate important trends.