Centel Wealth Advisory Launches as a New Independent Firm

Centel Wealth Advisory: A New Era in Independent Financial Services

Centel Wealth Advisory is excited to announce the launch of its independent advisory firm, dedicated to providing top-notch financial services. Located in North Haven, this newly formed entity is positioned to meet the diverse needs of both individuals and institutional clients.

Expert Leadership Driving Client-Centric Services

At the helm of Centel Wealth Advisory are seasoned professionals Stephen Fordyce, CFP® and Robert Bowman, CFP®, alongside Sam DeGennaro. This trio previously managed a whopping $2.2 billion in assets at their former firm, showcasing their credentials and expertise in the financial advisory landscape.

Stephen Fordyce brings over 30 years of dedicated experience in financial planning and wealth management, being a certified professional with multiple FINRA licenses. Robert Bowman, also a financial planner and heir to several accolades, emphasizes a commitment to delivering personalized services to clients. Meanwhile, Sam DeGennaro, known for his background as a Certified Public Accountant (CPA), focuses on specialized areas such as tax and financial planning.

The Centel Wealth Advisory Approach

Centel Wealth Advisory aims to offer personalized advice and extensive services to manage the thriving complexities of wealth today. The firm prioritizes building lasting relationships with clients, underlining the significance of understanding clients' unique visions for their financial futures.

Personalized Financial Planning for Today and Tomorrow

The firm offers tailored financial planning that not only helps clients navigate their current needs but also helps shape a robust legacy for future generations. By actively focusing on customized portfolios and multi-generational wealth protection, Centel ensures clients can enjoy a fulfilling life today while securing wealth for tomorrow.

Strategic Solutions for Institutional Clients

For institutional clients, including foundations and corporations, Centel delivers strategic solutions tailored to meet specific goals. This unique approach addresses the intricacies of institutional investment requirements, allowing clients to optimize their asset management strategies.

Backed by Industry Leaders

Centel Wealth Advisory operates with vital support from renowned institutions like Sanctuary Wealth and BNY Pershing. Sanctuary provides the firm access to an extensive range of resources and investment opportunities, while BNY, boasting over 235 years of operational experience as a premier custodian, ensures the safety and security of assets under its purview.

Centel's Mission and Vision

The driving philosophy behind Centel is a commitment to client success. As articulated by Sam DeGennaro, the firm emphasizes aligning appropriate services and innovative technologies with clients' financial goals. This client-centric approach reinforces the importance of adaptability and ongoing support in the ever-evolving landscape of wealth management.

About Centel Wealth Advisory

Centel Wealth Advisory stands out as an independent advisory firm dedicated to providing valuable, objective advice along with comprehensive services. With a keen focus on addressing the complex and evolving needs of both individuals and institutions, Centel is geared towards protecting and growing wealth, ensuring clients can achieve their aspirations.

Frequently Asked Questions

What is the mission of Centel Wealth Advisory?

Centel aims to center its operations around clients, providing tailored services to help them achieve their financial goals and build lasting success.

Who are the leaders at Centel Wealth Advisory?

The firm features experienced professionals, including Stephen Fordyce, Robert Bowman, and Sam DeGennaro, who bring decades of expertise to the advisory landscape.

What types of clients does Centel serve?

Centel Wealth Advisory serves a diverse range of clients, from individuals and families to foundations and corporations, each with their unique financial needs.

How does Centel ensure client trust?

Centel emphasizes building multi-generational relationships based on personal service and prioritizing clients' needs at every step of the advisory process.

What resources back Centel Wealth Advisory?

The firm is supported by industry leaders such as Sanctuary Wealth and BNY Pershing, enhancing its ability to offer a comprehensive suite of financial services.

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