Elevate Your Advisory Practice with Centura Wealth Advisory

By Derek Myron, CFP?, Managing Director of Centura Wealth Advisory

Are you an independent advisor or part of an RIA looking to take your practice to the next level? Centura Wealth Advisory offers a unique platform designed to help you achieve your professional goals while delivering unparalleled value to your ultra-high-net-worth (UHNW) clients.

Innovative Wealth Enhancement Strategies

We understand the complexities of serving UHNW families. Our comprehensive approach, known as the Liberated Wealth process, is tailored to address the intricate financial needs of families with significant assets. By partnering with us, you gain access to:

• Creative Wealth Enhancement: We identify both major and minor opportunities to lower tax obligations, reduce financial expenses, and organize wealth efficiently. This expertise allows you to offer your clients sophisticated solutions that go beyond traditional wealth management.
• Advanced Tax and Estate Planning: Centura provides advanced tax and estate planning solutions that many wealth managers lack the expertise, knowledge, or resources to offer. This gives you a significant edge in serving your UHNW clients.

Cutting-Edge Technology

We invest heavily in technology and systems to provide fully transparent reporting and tools for informed decision-making. As an advisor partnering with Centura, you'll have access to these advanced technologies, enabling you to offer your clients state-of-the-art wealth management services.

Collaborative Approach

Our process involves coordinating with you and other trusted advisors, collaborating with leading tax, legal, and risk management professionals to create and implement wealth enhancement strategies. This collaborative environment allows you to leverage a wide range of expertise for your clients' benefit.

Focus on Wealth Purpose

We believe in aligning wealth with purpose. Our approach includes unpacking family values and dreams, helping families clarify their purpose, and making that purpose the driving force behind their wealth. This holistic approach can help you deepen your relationships with clients and provide more meaningful wealth management services.

Empowering Ecosystem

Centura is designed to create an empowering and innovative ecosystem for financial advisors. We prioritize ongoing learning, peer-to-peer interactions, and the development of optimal strategies and operational approaches. This environment fosters professional growth and helps you stay at the forefront of wealth management practices.

Join Us

By partnering with Centura Wealth Advisory, you're not just elevating your practice – you're joining a community dedicated to excellence in wealth management. We strive to be the best in our chosen lines of business, not the biggest. This focus on quality ensures that you and your clients receive top-tier service and solutions.

Are you ready to take your advisory practice to new heights? Explore the unparalleled career advancement opportunities within the vibrant realm of wealth advisory at Centura.?

Together, we can liberate wealth and achieve better outcomes for your UHNW clients.