May News and Updates

Last call for 2020 IRA Contributions!

You have until the 2020 tax filing deadline of May 17th, 2021 to make

personal retirement account contributions.

Don't wait 'til the last minute!

Please reach out to your advisor or

to info@centered-wealth.com to receive

personalized information about

retirement account contributions available to you!

CONGRATULATIONS ANNALISA!

Please help us CONGRATULATE Annalisa!

Annalisa passed the Series 7 exam last week and is Centered Wealth's newest

Financial Professional.

We are so proud of her hard work and we're so lucky to have her on our team!

Centered Wealth Minneapolis has a NEW phone number

and we can now send & receive text messages!

Please save our

*NEW*

Minneapolis office number:

612-453-1322

(SMS Enabled)

To reach our Iowa Office:

(SMS Enabled)

To reach either office:

800-509-9095