What does it take for ultra-high-net-worth families to turn their wealth into a lasting legacy?

At Centura Wealth Advisory, it all starts with a deep understanding of where our clients are being underserved.

Wealth strategists Derek Myron and Sean Clark examine how Centura’s service model is crafted for those with an income of $2 million and assets over $20 million. They discuss their approach to working with C-level executives and founder-led business owners, optimizing each financial strategy intentionally with their long-term goals.

From Centura’s unique Liberated Wealth Planning Process—aimed at delivering a 5X return on costs through tax mitigation and balance sheet optimization—to their ‘Goldilocks’ strategy that balances personalized care with exclusive alternative investment opportunities, they reveal how Centura builds trust and maximizes outcomes for its clients.

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