Centel Wealth Advisory

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North Haven, CT
Centel Wealth Advisory

Centel is an independent wealth advisory firm committed to protecting, growing and transforming your wealth into lasting success.

09/02/2026

Centel Wealth Advisory invites you to a Medicare Webinar on Tuesday, September 15, 2026!

Join us for a free online webinar about "Understanding Medicare: The Ins and Outs of Medicare Coverage" presented jointly by Centel Wealth and John Hancock.

Please use the link below or scan the QR code on the invitation to register!

[Registration Link]
https://sanctuarywealth.zoom.us/webinar/register/WN_6krpmt7LQD6TeLMFgcw79Q

08/06/2026

As summer winds down, we're saying farewell to our 2026 summer intern Charles Kurtz! From day one, Charles brought curiosity, sharp thinking, and a genuine eagerness to learn the ins and outs of wealth management.

As he heads back to UMass Amherst for his senior year and his upcoming season on the lacrosse field - the entire Centel team will be watching and cheering him on!

Thank you for an incredible summer, Charles - you'll always be part of the Centel Wealth Advisory family! 🎓📈🥍

07/29/2026

🎉 Please join us in wishing a very Happy Birthday to our Founder & Managing Partner Robert Bowman!

Rob’s leadership, mentorship, and unwavering focus on clients have been key drivers of Centel Wealth Advisory’s continued growth and success.

We wish you a fantastic birthday and an incredible year ahead!

[Contact Centel] https://centelwealth.com/contact/

07/16/2026

Centel Wealth Advisory invites you to a Social Security Webinar on Thursday, July 23, 2026!

Join us for a free online webinar about "Why Social Security Matters: And How to Get the Most Out of It," presented jointly by Centel Wealth and Nuveen.

Please use the link below or scan the QR code on the invitation to register!

[Registration Link] https://sanctuarywealth.zoom.us/webinar/register/WN_u9IE4W8NQHy8sJ251_Cd8A

07/04/2026

Wishing everyone a safe and happy 4th of July - from our team at Centel Wealth Advisory!

07/02/2026

Spent last Friday at the Travelers Championship with clients, friends, and our team from Centel Wealth Advisory. Days like this are a great reminder that the best relationships - professional or personal - are built outside the office. Nothing beats a beautiful day of golf and good conversation, thank you to everyone who joined us! ⛳️

06/21/2026

Happy Father’s Day from all of us at Centel Wealth Advisory!

Fatherhood is about more than providing for today - it’s about preparing for tomorrow. This Father’s Day, we recognize the fathers and mentors who invest in their families through guidance, sacrifice, and long-term thinking.

At Centel Wealth Advisory, we're committed to helping families build confidence in their financial future by planning for loved ones and preparing for future generations!

[Contact Centel] https://centelwealth.com/contact/

06/19/2026

📢 A new savings opportunity is on the horizon for American families!

Trump Accounts are a government-seeded, tax-advantaged investment account for minors launching July 4, 2026 is a meaningful development in family financial planning.

We're helping families cut through the headlines by helping them understand how they work alongside the other children’s savings account options.

📲 Contact us at Centel Wealth Advisory to get our comparison guide and schedule a conversation to learn more!

[Contact Centel] https://centelwealth.com/contact/

06/18/2026

🎉 Happy Birthday to our Founder & Managing Partner, Stephen Fordyce!

Steve’s vision, integrity, and passion for serving others have been instrumental in building a firm centered on lasting relationships and thoughtful guidance. We’re proud to celebrate his leadership and the positive impact he continues to make at Centel Wealth Advisory.

Please join us in wishing a very Happy Birthday to Stephen Fordyce, we hope you have a fantastic day and an amazing year ahead!

[Contact Centel] https://centelwealth.com/contact/

06/05/2026

Centel Wealth Advisory is excited to introduce our Summer 2026 Intern, Charles Kurtz! 👏

A Cheshire, CT native and student-athlete at University of Massachusetts Amherst, Charles brings the same dedication, discipline, and competitive spirit from the lacrosse field into the professional world.

We look forward to working alongside Charles this summer as he continues to learn, grow, and gain hands-on experience in the wealth management industry.

Welcome to the team - we are excited to have you!

Address

127 Washington Avenue
North Haven, CT
06473

Telephone

+12034297777

Website

https://centelwealth.com/

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