Centurion Wealth Management

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

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Your Medicare plan may have worked well this year. That doesn’t mean it’s still the right fit going forward.Premiums, dr...
10/15/2026

Your Medicare plan may have worked well this year. That doesn’t mean it’s still the right fit going forward.
Premiums, drug coverage, provider networks and your own health needs can change. Medicare Open Enrollment, October 15–December 7, is your annual opportunity to review the details before 2027.
We can help you think through how your Medicare choices fit into your broader retirement income, health care costs and financial plan.
📰https://bit.ly/3Ut64q0
➡️https://bit.ly/4e8JqtG

10/13/2026

The new year is closer than you think. Before turning the page, take a moment to review your financial plan. Small adjustments made now can have a meaningful impact on your long-term goals. Don't wait until January to get back on track.



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Things are getting real! 🚧 The steel arrived last Friday, and it's been exciting to watch the structure go up day by day...
10/09/2026

Things are getting real! 🚧 The steel arrived last Friday, and it's been exciting to watch the structure go up day by day. For the first time, we're starting to see the layout of what our new office will look like, and it's incredible to see the vision come to life. Looking forward to sharing more updates as we continue this journey!

10/08/2026

As we enter Q4, it's a natural time to review your financial picture and prepare for the year ahead.

One topic President, Josh Broder, often discusses is the impact of highly concentrated stock positions. While they can play a significant role in building wealth, they can also create unique planning considerations that deserve careful attention.

Year-end is an excellent opportunity to evaluate risk, explore available strategies, and ensure your portfolio remains aligned with your long-term goals.



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Please join us in celebrating Maria Stango on her 6-year anniversary with Centurion Wealth Management! 🎊For the past six...
10/06/2026

Please join us in celebrating Maria Stango on her 6-year anniversary with Centurion Wealth Management! 🎊

For the past six years, Maria has been an essential part of our team, bringing dedication, professionalism, and a genuine commitment to helping those around her succeed. Working alongside her husband, Financial Advisor Joe Stango, she has helped contribute to the strong culture and client experience we pride ourselves on every day.

Maria, thank you for your hard work, loyalty, and all the ways you help make Centurion a great place to be. We are grateful to have you on our team and look forward to many more years of success together.

Today is National Golf Lovers Day, and we're recognizing two familiar faces who are passionate about the game: Financial...
10/04/2026

Today is National Golf Lovers Day, and we're recognizing two familiar faces who are passionate about the game: Financial Advisor Paul Bortnick and Client Concierge Daniel LaRosa. ⛳

Not only do they work side by side at Centurion Wealth Management, but they also enjoy spending time together on the golf course. Their shared appreciation for the game is just one example of the strong connections and camaraderie that make our team special.

10/02/2026

Life gets busy. Between serving our clients, supporting our families, and managing the demands of everyday life, it’s easy to get caught up in the day-to-day. That’s why at Centurion Wealth Management we make it a point to step away from our desks and reconnect with what matters most: community

Last week we took a trip in support of the Connecticut Foodshare Farnam Mobile Food Pantry, United Way of Greater New Haven and helped hand out food to those in need. By doing this, we were able to successfully get food to 135 guests! As a team, we believe that strong communities are built by people who show up, get involved, and make a difference. We are proud to be part of initiatives that support our neighbors and help strengthen the places we live and work.

Because at the heart of everything we do, both professionally and personally, is a simple belief: when we support our community, we all grow stronger together ♥️

Thank you to Connecticut Foodshare and United Way of Greater New Haven for having us join you and making the process fun and fulfilling!

Happy Anniversary, Paul Bortnick!Today, we are proud to celebrate Senior Vice President and our tax expert, Paul Bortnic...
10/01/2026

Happy Anniversary, Paul Bortnick!

Today, we are proud to celebrate Senior Vice President and our tax expert, Paul Bortnick, on an incredible 23 years with the company.

Paul brings a youthful, fun energy to the office and is always willing to lend his expertise and support to our team. His dedication, professionalism, and positive attitude make a meaningful difference not only to those he works alongside every day, but also to the many clients who rely on his guidance and insight.

Congratulations on this remarkable milestone, Paul! We look forward to celebrating many more successes with you in the years ahead. 👏🎊

Congratulations to Justin on an incredible achievement!As many of you know, Justin is very active outside of work. Wheth...
09/30/2026

Congratulations to Justin on an incredible achievement!

As many of you know, Justin is very active outside of work. Whether he's swimming, running, biking, or taking on his next endurance challenge, he is always pushing himself to reach new goals. Over the years, he has completed numerous marathons, races, and triathlons, demonstrating an impressive commitment to fitness and perseverance.

All of that hard work has paid off. Justin recently qualified for the 2027 USA Triathlon Nationals after earning a 3rd place finish in the 40-44 age group among 25 athletes. He is also currently ranked 212th in the country for his age group, a remarkable accomplishment that reflects his dedication both in training and competition.

Congratulations, Justin, on this outstanding achievement! We wish you the best of luck as you prepare for Nationals and can't wait to see what you accomplish next. 🏊🚴🏃‍♂️🏅

09/29/2026

One of the most common retirement planning conversations involves healthcare and Medicare.
The right Medicare strategy is about more than simply enrolling. It may require evaluating existing coverage, understanding important deadlines, estimating healthcare expenses, and considering how those costs fit within your retirement income plan.
In this video, Financial Advisor, Paul Bortnick shares several key areas to review as you prepare for Medicare eligibility.
➡️https://bit.ly/46Rbiyt


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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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