Centurion Wealth Management

Centurion Wealth Management Centurion Wealth Management a private wealth advisory practice of Ameriprise Financial Services, LLC

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09/02/2026

Today we’re celebrating Financial Advisor and Senior Vice President, Paul Bortnick! 🎈🎂

Paul's youthful spirit, positive attitude, and charisma brighten every office visit, meeting, and event. He is one of the most thoughtful and generous people you'll meet, always taking the time to support others and make them feel valued. His kindness and dedication leave a lasting impression on colleagues, clients, and friends alike.

We are fortunate to have someone like Paul on our team and grateful for the energy and care he brings each day. We hope he enjoys a wonderful birthday spent doing what he loves most, whether that's hitting the golf course, playing horseshoes, or spending time with his girls.

Wishing you the happiest of birthdays, Paul!

We spend a lot of time planning for our financial future...But how often do we think about the role our health plays in ...
09/01/2026

We spend a lot of time planning for our financial future...
But how often do we think about the role our health plays in achieving it?
Poor health can impact income, increase expenses, and affect retirement readiness. On the other hand, healthy habits can help support long-term financial success.
💬 Which do you find more challenging to maintain: your financial wellness or your physical wellness?
Share your thoughts below and swipe to learn more. 👉

08/31/2026

Another milestone on the horizon for our new home 🚜

Check out the latest on our Instagram, and be sure to give us a follow: https://bit.ly/4xx90Ao

We are so excited to share this journey with you all!

Happy Work Anniversary, Dave! 🎉Today we're celebrating Dave Dinatali and the valuable contributions he brings to our tea...
08/29/2026

Happy Work Anniversary, Dave! 🎉

Today we're celebrating Dave Dinatali and the valuable contributions he brings to our team. With extensive experience in the financial industry, including time spent in trading roles at Goldman Sachs and the NYMEX, Dave has built an impressive career founded on knowledge, discipline, and a passion for helping others.

As he continues his professional journey and prepares for his next chapter as a Financial Advisor in 2027 at Centurion Wealth Management, we're grateful for his dedication, expertise, and commitment to our clients and team.

Congratulations on this milestone, Dave. Wishing you continued success and many more achievements in the years ahead! 👏

Check out some of CWM Staff's furry companions 🐶 Happy International Dog Day to the four-legged family members who make ...
08/26/2026

Check out some of CWM Staff's furry companions 🐶 Happy International Dog Day to the four-legged family members who make every day a little brighter.

Your retirement roadmap should answer three key questions: 📍Where are you now? 🎯 Where do you want to go? 🛣️ How will yo...
08/26/2026

Your retirement roadmap should answer three key questions: 📍Where are you now? 🎯 Where do you want to go? 🛣️ How will you get there? Get in touch today to get started.

08/24/2026

Ready to take the next step toward retirement confidence? Hear from our President, Josh Broder, as he covers retirement planning fundamentals, including 401(k)s, 403(b)s, and Roth vs. Traditional IRAs. If you'd like more information or want to discuss which strategy may be right for you, reach out to our team today. We'd love to help.


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08/22/2026

Today we're celebrating our Investment Specialist, Dave Dinatali!

Dave has been a valued member of the Centurion team since 2022, and we're excited to watch his continued growth as he works toward becoming a Financial Advisor in 2027.

Dave, thank you for your dedication, hard work, and positive impact on our team and clients. We hope your birthday is filled with family, friends, and everything you enjoy most.

Wishing you a wonderful year ahead. Happy Birthday!

Address

1781 Highland Avenue Suite 207
Cheshire, CT
06410

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+12038239114

Website

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