Centennial Wealth Advisory Email Format

Financial ServicesMichigan, United States0-1 Employees

Centennial Wealth Advisory is a financial services firm based in Traverse City, Michigan. It provides integrated planning across a range of areas, including portfolio investment strategies, strategic tax management, liability risk management, estate distribution analysis and planning, income scheduling and analysis, capital accounts administration, and critical financial event response. The firm operates with a very small staff, indicating a lean, closely held practice within the financial services industry.

Its clients seek coordinated guidance across these planning domains to address multiple financial needs in a single engagement. A notable development is the appointment of Joe Carpenter as Financial Adviser in September 2023, reflecting ongoing personnel expansion.

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