Centel Wealth Advisory announced the launch of its new independent advisory firm headquartered in North Haven, CT. Centel offers 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.
This 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 CFP 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. And Robert Bowman is a CFP professional who holds the Series 7 and Series 66 licenses. Sam DeGennaro has 30+ years of experience, is a former CPA, and is known for his deep focus on helping clients in tax planning, financial planning, and business and retirement plan consulting.
Sanctuary Wealth and BNY Pershing also support the experienced team at Centel. Sanctuary is an industry-leading platform that gives Centel access to various infrastructure support, investment vehicles, and unique opportunities. And BNY custodies over $40 trillion and is the longest-standing operating bank in the U.S., surpassing 235 years. It will continue to serve as custodian to ensure the safety of assets.
KEY QUOTES:
“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. We are now positioned to ensure an exceptional experience every step of the way.”
-Stephen Fordyce
“The hallmark of our business has always been to build trusted, multi-generational relationships by delivering highly personal service and putting clients first. 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.”
-Robert Bowman
“The Centel brand is inspired by one mission – centering everything we do on clients to achieve their goals and elevate their future. We do so by aligning the right services, solutions, technologies, and partners to help transform wealth into lasting success.”
-Sam DeGennaro
