A complete list of active advisors currently associated with Centennial Wealth Management Inc.
Warmer can help you find a great advisor at Centennial Wealth Management Inc. or one who fits your needs even better.
The firm provides discretionary investment advisory asset management to individual clients and does not report serving high‑net‑worth households. It operates exclusively through a wrap‑fee asset management program and does not manage non‑wrap accounts. Investment decisions are implemented through a single, uniform portfolio offered to all clients and guided by an investment model that tracks specific economic indicators and valuation parameters; the firm uses fundamental, technical (including charting) and cyclical analysis. It does not offer individualized portfolio customization or permit client‑imposed restrictions on investments. Distinctive features include acting as a wrap fee program sponsor — a relative rarity among peers — and running only the wrap program rather than multiple account platforms. The firm is small (two advisors) and one management person maintains a substantial external finance role at a university, and the firm generally provides verbal annual reviews unless clients request written reports.
To learn more about the advisors currently working at Centennial Wealth Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ithaca, NY
| 15
| |
Ithaca, NY
| 14
|
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