Centennial Wealth Advisory, LLC

Centennial Wealth Advisory, LLC Centennial Wealth Advisory is a financial planning firm located in northern Michigan.

Happy Birthday, Leah! 🎂Leah is passionate about helping individuals and families navigate their financial journey with t...
07/19/2026

Happy Birthday, Leah! 🎂

Leah is passionate about helping individuals and families navigate their financial journey with thoughtful planning and personalized guidance. She enjoys building meaningful relationships with clients and supporting them through every stage of life. Outside of the office, she's a proud dog mom, loves spending time outdoors, enjoys traveling, never misses a beautiful sunset, and is always looking for opportunities to learn something new.

We're grateful to have Leah as part of the Centennial Wealth Advisory team. Join us in wishing her a very happy birthday!

07/16/2026

Join Financial Advisor Joe Carpenter, CFP®, for this month's educational webinar:

Passive Income Strategies for Busy Professionals

Wednesday, July 29
12:00 PM ET
Zoom

Topics may include:
• What truly counts as passive income
• Real estate vs. market-based income
• Covered calls and options basics
• Dividend strategy myths
• When passive income may make sense

Register here: cen-wealth.com/retiring-well-webinars

For informational and educational purposes only. This presentation should not be construed as investment, legal, or tax advice. Investing involves risk, including the possible loss of principal.

07/15/2026

What is sequence of return risk, and why does it matter in retirement? Financial Advisor Ashley Sheffer shares a quick overview of this important planning concept.

07/13/2026

Thinking about buying a second home in retirement? 🏡

Nick Greenman, Financial Advisor at Centennial Wealth Advisory, shares a few considerations that may help as you evaluate your options.

07/10/2026

Caesar took the day off and headed to the 👑🍒

From great food to local vendors and plenty of summer fun, it is the perfect day to get out and enjoy everything our community has to offer.

If you are at the festival today, what has been your favorite part so far?

07/09/2026

Just a quick practice swim before the big race. 👑🦆

Good luck, Caesar!

07/08/2026

Meet Caesar the Centennial "Duck"chess! 🦆 👑

He's dressed like royalty and ready to race in tomorrow's Traverse City Optimist Club Duck Race during the National Cherry Festival!

This fun community tradition helps the Traverse City Optimist Club raise thousands of dollars each year to support local youth organizations, and we're proud to be a part of it.

Good luck to all the ducks! 🍒



Recently, we had the opportunity to partner with in support of foster families through their meal program.The program e...
07/08/2026

Recently, we had the opportunity to partner with in support of foster families through their meal program.

The program enters foster families into a drawing to receive restaurant gift cards, giving them the chance to take a well-deserved break from cooking and enjoy a meal together. It's a simple gesture that can provide meaningful time together for families who generously open their hearts and homes to children in need.

Foster families play an invaluable role in our communities, and there are many ways we can show our appreciation and support. Whether it's through donating, volunteering, or raising awareness, every act of kindness can make a difference.

We encourage everyone to consider how they can help support foster families in our community. Together, we can make a meaningful impact and show our appreciation for the incredible work they do every day.

Find out how you can make a difference by emailing: [email protected]

Wellspring Lutheran Services

07/07/2026

Our summer interns, Levi and Skylee, challenged Senior Partners Art and Jon to a friendly game of pickleball. There may have been some competitive moments, plenty of laughs, and a few impressive shots along the way!

Who do you think won?

In observance of Independence Day, our offices are closed today as we celebrate America's 250th birthday. 🇺🇸We wish you ...
07/03/2026

In observance of Independence Day, our offices are closed today as we celebrate America's 250th birthday. 🇺🇸

We wish you and your loved ones a safe, joyful, and memorable Fourth of July. Happy Independence Day!

Address

701 Third Street
Traverse City, MI
49684

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Website

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