NORTH HAVEN, Conn.--(BUSINESS WIRE)--Centel Wealth Advisory is proud to announce the launch of its new independent advisory firm headquartered in North Haven, CT.
Centel provides objective advice, tailored planning and comprehensive services to help individuals and institutions manage their complex and evolving needs, protect and grow wealth, and achieve their goals for today and tomorrow.
The firm is led by Founders and Managing Partners Stephen Fordyce, CFP® and Robert Bowman, CFP® who are joined by Founder and Managing Director Sam DeGennaro. The three founders previously worked together at Snowden Lane Partners where they managed $2.2 billion in private and institutional assets.
Stephen Fordyce is a CERTIFIED FINANCIAL PLANNER® professional, holds the Series 7, Series 31, Series 63 and Series 65 licenses, and has 30+ years of experience helping clients in financial planning and wealth management. Robert Bowman is a CERTIFIED FINANCIAL PLANNER® professional, holds the Series 7 and Series 66 licenses, and has been recognized as part of Forbes “Top Next-Gen Wealth Advisors” - 2024. Sam DeGennaro has 30+ years of experience, is a former Certified Public Accountant (CPA), and is known for his deep focus on helping clients in tax planning, financial planning, and business and retirement plan consulting.
“We created Centel Wealth Advisory to maintain our independence while allowing us the flexibility to add comprehensive services and solutions, advanced tools and technologies, and world-class partners and resources to enhance our business model,” said Stephen Fordyce. “We are now positioned to ensure an exceptional experience every step of the way.”
Centel serves as trusted advisor to both private and institutional clients. For individuals and families, Centel delivers tailored financial planning, customized portfolios, and multi-generational wealth protection to help clients enjoy life today and shape a legacy for future generations. For foundations, endowments and corporations, the firm focuses on strategic and institutional solutions to fit their specific needs and help achieve their goals.
"The hallmark of our business has always been to build trusted, multi-generational relationships by delivering highly personal service and putting clients first,” said Robert Bowman. “We take a planning-driven approach to manage the complex and evolving needs of clients and help them gain clarity, confidence and control of wealth for today and tomorrow.”
The experienced and credentialed team at Centel is supported by trusted resources, including Sanctuary Wealth and BNY Pershing. Sanctuary is an industry-leading platform that gives Centel access to an array of infrastructure support, investment vehicles, and unique opportunities. BNY custodies over $40 Trillion and is the longest standing operating bank in the U.S., surpassing 235 years – and will continue to serve as custodian to ensure the safety of assets.
“The Centel brand is inspired by one mission – centering everything we do on clients to achieve their goals and elevate their future,” added Sam DeGennaro. “We do so by aligning the right services, solutions, technologies, and partners to help transform wealth into lasting success.”
About Centel Wealth Advisory
Centel is an independent advisory firm that provides objective advice, tailored planning and comprehensive services to help individuals and institutions manage their complex and evolving needs, protect and grow wealth, and achieve their goals for today and tomorrow. For additional information, please visit: www.centelwealth.com.
