Our Story

The hallmark of our business has always been to build trusted, long-term relationships by delivering highly personal service and putting your best interests first.

That is why our founders made the move to the independent wealth management industry over a decade ago – giving clients access to a full spectrum of services and benefits.

Centel Wealth Advisory allows us to do more and take that client commitment to the next level – empowering you with comprehensive solutions, advanced tools and technologies, and industry-leading resources to manage your complex and evolving needs and pursue your complete financial goals.

Our Brand: Centered on You & Your Goals

The name “Centel” combines two words to symbolize our client commitment. “Cent” is short for “center” and represents our unwavering focus on putting your best interests at the center of our business. “Tel” is a Greek root meaning “goal” and reinforces our commitment to helping you achieve your aspirations and shape possibilities for today and tomorrow.

Our logo design symbolizes that commitment – using artistic brush strokes to form three “C” in the form of both a “target” to reinforce our focus on goals and “rings” to celebrate our multi-generational relationships. The top right of the logo is left open to signify our commitment to upward momentum and endless possibilities.

Benefits of Independence

Fiduciary
Commitment

Objective Advice and
Tailored Planning

A Broad Array of
Investment Solutions

Transparent Reporting
and Communication

Top-Tier Research From
Across the Industry

Industry-Leading Custodian
to Safeguard Assets

Coordination with Your
CPAs and Attorneys

Advanced Tools
and Technologies