Centurion Wealth Management

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

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We’ve got some exciting news… we’re moving! 🎉A new space, new energy, and so much to look forward to. We can’t wait for ...
06/03/2026

We’ve got some exciting news… we’re moving! 🎉
A new space, new energy, and so much to look forward to. We can’t wait for you to see what’s next—stay tuned for more details!

The “Magnificent 7” became so dominant that many portfolios turned into the same trade. That worked incredibly well on t...
06/01/2026

The “Magnificent 7” became so dominant that many portfolios turned into the same trade. That worked incredibly well on the way up.
But market leadership rarely stays this concentrated forever, and some of the biggest opportunities over the next few years may come from areas investors ignored while everyone crowded into mega cap tech. Diversification starts to matter again when concentration feels safest.
A good financial plan should prepare for what’s next, not just what worked last cycle.
📰https://bit.ly/3RY3VRz
➡️https://bit.ly/4vdr68W

A lot of investors set up a 529 and never revisit it.But the rules have changed and continue to evolve. There’s more fle...
05/29/2026

A lot of investors set up a 529 and never revisit it.
But the rules have changed and continue to evolve. There’s more flexibility now, including the ability to roll unused funds into a Roth IRA.
If you’re using one, make sure it’s part of your broader plan and something you review regularly.
📰https://bit.ly/49uVAe7
➡️https://bit.ly/43AGNep
#529

05/27/2026

Happy Anniversary to Dan LaRosa!
One year in and already making a big impact. We are so grateful to have you on the Centurion Wealth Management team!
➡️https://bit.ly/3RvrNMh

05/26/2026

A HUGE happy birthday to our Paraplanner, Amy Emrick! 🎂
We hope this year is amazing and filled with lots of fun. You are truly appreciated by the CWM team for your care, consistency, and commitment to both our team and the clients we serve. Thank you for holding down the fort in Ohio. We hope this year is just as remarkable as you are!
➡️https://bit.ly/4uQUNgp

05/26/2026

A HUGE happy birthday to our Paraplanner, Amy Emrick! 🎂
We hope this year is amazing and filled with lots of fun. You are truly appreciated by the CWM team for your care, consistency, and commitment to both our team and the clients we serve. Thank you for holding down the fort in Ohio. We hope this year is just as remarkable as you are!
➡️https://bit.ly/42WmmbM

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to ...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Grateful for their courage and dedication.

Most executives don’t realize how concentrated they actually are.Salary, bonus, and RSUs are often all tied to the same ...
05/22/2026

Most executives don’t realize how concentrated they actually are.
Salary, bonus, and RSUs are often all tied to the same company, which means your income and your net worth are exposed to the same risk. It feels fine when things are going well, but it creates a level of dependency that usually isn’t intentional.
This is where a bit more structure helps. Reviewing your exposure, setting a plan around RSU sales as they vest, and gradually diversifying over time can reduce that risk without overreacting. It’s less about making a big move and more about making sure your overall plan isn’t built around a single outcome.
📰https://bit.ly/4a2U3vU
➡️https://bit.ly/3PWKfwL

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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