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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10/26/2026

Year-end tax planning isn't just about deductions. It's also about making strategic decisions within your investment portfolio.
One strategy you may hear about this time of year is tax-loss harvesting, but like many financial planning concepts, it's most effective when viewed through the lens of your overall objectives, risk tolerance, and long-term plan.
The goal isn't simply to reduce taxes. It's to make informed decisions that support your bigger financial picture.

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A smart year-end move in one part of your plan can create consequences somewhere else.Harvesting investment gains or los...
10/23/2026

A smart year-end move in one part of your plan can create consequences somewhere else.
Harvesting investment gains or losses, completing a Roth conversion, making charitable gifts and taking required distributions can all affect your broader tax picture.
That’s why year-end planning is less about checking off individual tasks, and more about deciding which moves work best together.
Before December deadlines arrive, it may be worth reviewing the full picture rather than each decision in isolation.
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Life doesn’t follow the calendar.Changing jobs, retiring before Medicare eligibility, starting a business or unexpectedl...
10/21/2026

Life doesn’t follow the calendar.
Changing jobs, retiring before Medicare eligibility, starting a business or unexpectedly losing employer coverage can all create a need to rethink how you’re insured.
The important part is knowing your options, and planning for the cost and timing before a coverage gap becomes a problem.
Health coverage should be part of the plan whenever a major life or career transition is on the horizon.
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10/19/2026

The calendar is winding down, but there's still time to make meaningful financial decisions before year-end.
Many tax planning opportunities don't happen in December alone. The most effective strategies often come from planning ahead, not rushing at the last minute.
Now may be a good time to review your retirement contributions, investment positions, and charitable giving goals to see if adjustments make sense for your situation.


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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.
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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.

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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