From Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)

2024-10-24

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 optim...

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.

Talking points include:

Centura’s specialized approach to business owners based on their timelines for selling their companies
How the Liberated Wealth Process aims to provide exponential value through strategic tax and investment planning
The importance of transparency in Centura’s client engagement—from initial meetings to comprehensive reporting
The seamless integration of planning and investment strategies tailored to optimize estate and retirement accounts
The ‘Goldilocks’ firm philosophy—small enough for personalized services but large enough to access meaningful opportunities
And a closer look into how Centura prioritizes client needs to build long-term trust
And much more!

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