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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 12pm

Centennial Wealth Advisory, LLC

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Traverse City, MI
Centennial Wealth Advisory, LLC

Centennial Wealth Advisory is a financial planning firm located in northern Michigan.

09/05/2026

Happy Work Anniversary, Joe! 🎉

Today we’re celebrating Joe Carpenter, CFP®, and 3 amazing years with Centennial Wealth Advisory!

Since joining CWA in 2023, Joe has brought more than a decade of wealth management experience to our team. His background in family office wealth management, hedge funds, and quantitative trading gives him a unique perspective that he uses to help clients navigate changing markets and work toward their financial goals.

Joe is dedicated to building strong client relationships and regularly reviewing financial plans to ensure they continue to reflect each client’s goals and changing circumstances.

We’re grateful for all Joe brings to our clients and team. Congratulations on 3 great years, Joe! 🎉

09/01/2026

Market Update with Joe Carpenter, CFP®

Joe Carpenter, CFP®, Financial Advisor at Centennial Wealth Advisory, discusses bonds, inflation, interest rates, and current market conditions.

This content is for informational and educational purposes only and is not investment advice or a recommendation to buy or sell any security.

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08/30/2026

Happy Work Anniversary, Ray! 🎉

Today we’re celebrating Ray Jager and 5 amazing years with Centennial Wealth Advisory!

Since joining the firm in 2021, Ray has played an important role in strengthening our operations, enhancing client services, and supporting the continued growth of Centennial Wealth Advisory. As Chief Operating Officer and a Financial Advisor, Ray brings more than a decade of experience in banking and financial services, along with a genuine commitment to helping clients understand their financial choices and reach their long-term goals.

Ray’s dedication to our clients, team, and community has made a meaningful impact, and we are so grateful for everything he brings to Centennial Wealth Advisory each day.

Congratulations on 5 wonderful years, Ray! 🎉

08/29/2026

Think you know the rules of retirement planning? Ray Jager, Chief Operating Officer and Financial Advisor, breaks down 5 common retirement myths and offers educational insights to help you think more carefully about your retirement strategy.

Watch the reel to learn more.

This content is for educational purposes only and should not be considered personalized investment, tax, or legal advice.

08/28/2026

Happy Birthday, Ray! 🎂

When Ray isn’t helping clients navigate their financial goals or keeping things running smoothly at Centennial Wealth Advisory, you’ll most likely find him enjoying the things he loves most: family, the outdoors, and baseball!

A big Detroit Tigers fan and a baseball coach, Ray enjoys being around the game both on and off the field. He also loves camping and hiking, especially when he can bring his family along to explore everything Northern Michigan has to offer. Whether he’s coaching, cheering on the Tigers, getting outside with his family, or spending time with his dog, Ray knows how to make the most of the things he loves.

We’re grateful to have Ray on our team and appreciate the energy, kindness, and family first spirit he brings to CWA. Join us in wishing Ray a very happy birthday! 🎉

08/27/2026

Happy Birthday, Miranda! 🎂

When Miranda isn’t creating content and putting her marketing skills to work, you’ll likely find her soaking up the sunshine, planning her next adventure, or capturing her favorite moments along the way!

A social media enthusiast and NASCAR fan, Miranda loves traveling, documenting her adventures, and enjoying a sunny day. Outside of CWA, she also runs a freelance social media business, giving her another creative outlet for her passion for digital marketing. She’s also a proud Traverse City native and a brand new dog mom as of today! 🐾

Her faith is an important part of who she is and plays a meaningful role in her everyday life. Whether she’s exploring somewhere new, cheering on her favorite driver, spending time with her husband, or making memories with her new four legged friend, Rowdy, Miranda is always making the most of the things she loves. And if you’re wondering about the name, Rowdy is a fun nod to her longtime NASCAR favorite, Kyle Busch.

We’re so grateful to have Miranda on the CWA team and for the creativity and dedication she brings to everything she does. Join us in wishing Miranda a very happy birthday! 🎉

08/24/2026

Join us for a free educational webinar on Wednesday, August 26 at 12:00 p.m. ET via Zoom.

Topics will include:
• 529 plan strategy and timing
• Considerations for determining how much to save
• Financial aid considerations
• Grandparent planning opportunities
• Considerations when balancing retirement and college savings

Wednesday, August 26 | 12:00 p.m. ET | Zoom

Register today: cen-wealth.com/retiring-well-webinars/

08/20/2026

What a great day of insight and conversation at our 2026 Annual Insight with an Economist event!

It was wonderful visiting with our clients and hearing from Bryce Gill, Economist at First Trust, who shared his perspectives on the economy, including the impact of AI and evolving geopolitical developments.

A special thank you to the Grand Traverse Resort & Spa for hosting us and to the catering staff for helping make the evening such a success. We truly appreciate everyone who helped create a great experience for our clients!

Missed the event or want to watch it again? The full presentation is available on our YouTube channel. 🎥https://www.youtube.com/retiringwell

08/17/2026

Happy Birthday, Luke! 🎂

For many years, Luke has been an integral part of the Centennial Wealth Advisory team, bringing his deep knowledge, thoughtful approach, and commitment to our clients to everything he does. He has a unique ability to make complex tax and compliance matters feel approachable while building genuine relationships and always looking for ways to better serve the people we work with.

We’re incredibly grateful for the experience, perspective, and energy Luke brings to CWA and for the many years he’s been an important part of our team. Join us in wishing Luke a very happy birthday!

08/13/2026

Planning for retirement starts well before retirement.

In this reel, Financial Advisor Jack Klunder shares five areas to consider when building a retirement plan: income and expenses, investment risk and required returns, tax planning, healthcare, and estate planning.

Address

701 Third Street
Traverse City, MI
49684

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 12pm

Website

http://www.cen-wealth.com/

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