Overview

Centura Wealth Advisory brings sophisticated financial solutions to high-net-worth individuals and families who value tax efficiency. Our approach is to make the complex simple, deliver service ahead of need, and make our clients’ financial lives worry-free.

How do we do this?

Centura advisors use our Liberated Wealth® Process and tax planning strategies to identify tax savings opportunities between 20% and 80% in the first 12 months of engaging the firm. We work closely with our clients to understand their goals, identify inefficiencies, and design new pathways to reach, or even exceed, their wealth enhancement goals.

How We Help Our Clients

- Tax mitigation strategies and products to deliver a higher level tax efficiency and dramatically reduce annual/long-term tax burden

- Robust combinations of investment strategies to fit HNW segment and generate tax alpha

- Alternative Investment strategies, integrated with traditional funds, ETFs, and managed accounts based on client risk profile

- Integrated structured Insurance solutions to compliment traditional fee-based RIA options.

Why Advisors Choose Centura

- Opportunities for professional growth, learning new tools and strategies
- Enhanced earnings potential
- Being part of a multi-disciplinary team
- Ability to focus on planning, insurance, and/or wealth management
- Best-in-Class technology tools to facilitate producing your best work
- Collaborative, fun culture
- Pathway to ownership

Last Activity
6 months or more

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