Partners in Achievement
Centel is an independent wealth advisory firm committed to helping you manage your complex and evolving needs, protect and grow your wealth, and achieve your goals for today and tomorrow.
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
