Centura Wealth Advisory

Are you advising Ultra High Net Worth clients? Enhance your practice with innovative strategies by joining us for an exclusive webinar on "ING Trusts: How to Minimize State Income Tax for UHNW Clients". 📅 Date: July 30, 2024 ⏰ Time: 12:00 PM PST What You'll Learn: • Structural Essentials: Learn the key components that make ING Trusts an effective tool for tax planning. • Tax Minimization Techniques: Explore how ING Trusts can significantly reduce state income tax obligations for your clients. • Practical Applications: Benefit from real-world examples and success stories that demonstrate the impact of ING Trusts. Join industry experts Roby Kotcamp & Kyle Malmstrom for a deep dive into these crucial strategies. This session is ideal for advisors looking to expand their knowledge and provide cutting-edge solutions to their high-net-worth clients. #AdvisorWebinar #INGTrusts #TaxStrategy #WealthManagement #ProfessionalDevelopment #CenturaWealthAdvisory #LiberatedWealth

Discover Your Purpose with Centura Wealth Advisory’s Liberated Wealth Process 🌟 At Centura Wealth Advisory, we believe everyone has a unique purpose. Our mission is to empower wealthy individuals and families to achieve their life goals through proactive and comprehensive wealth management. Let us help you unlock the potential of your wealth and bring your vision to life. Learn more about how our Liberated Wealth process can guide you towards a purposeful future. #FinancialFreedom #PurposeDrivenLife #WealthManagement #UHNW #CenturaWealthAdvisory #LiberatedWealth

Why Liberate Your Wealth with Centura Wealth Advisory? 🔓 Unlock the full potential of your wealth. At Centura, we understand that true financial freedom means more than just growing your wealth—it means protecting it from various constraints that can hinder its growth and impact. Liberate Your Wealth From: • Erosion: Safeguard your assets against economic downturns and inflation. • Limitations: Break free from restrictive contracts and mindset barriers. • Excessive Fees: Enjoy transparent, fair pricing without hidden costs. • Tactical Gaps: Fill in strategic voids with comprehensive planning. • Generational Degradation: Preserve your legacy across multiple generations. 🌟 Ready to experience freedom? Let's redefine what your wealth can do for you. Contact us today. #FinancialFreedom #WealthManagement #CenturaWealthAdvisory #LiberatedWealth

Transform Your Career at Centura Wealth Advisory 🚀 At Centura, we're not just managing wealth; we're redefining it with innovative strategies and cutting-edge technology. We're looking for forward-thinking advisors ready to challenge the norms and drive transformative financial solutions for our clients. Join a team where creativity sparks success and opportunities for professional growth abound. Make a meaningful impact and advance your career in a dynamic environment dedicated to excellence. Ready to lead the future of wealth management? Connect with us today [Link in Comments]! #WealthManagement #InnovationInFinance #CareerOpportunities #UHNW #CenturaWealthAdvisory #LiberatedWealth

Managing your finances independently may be manageable early in your career. However, as your portfolio expands and your financial situation becomes more complex, seeking professional guidance on investments, taxes, and estate planning becomes essential. Join this installment of Live Life Liberated to gain valuable insights into our client experience and our Liberated Wealth® process: https://bit.ly/3zlNkOn In the meantime, here’s an episode preview! ⬇️ #LiveLifeLiberated #LiberatedWealth #WealthManagement #HighNetWorth #FinancialPlanning The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.

Wealth management starts with your "North Star" — that’s what we believe in. Your core values, goals, and purpose play a critical role in your financial planning! In fact, we have designed our Liberated Wealth® process to do just that. By focusing first on your life's purpose, we craft a wealth plan that resonates with your deepest aspirations. To learn more about what it’s like to go through our process, check out this interview with our client Charlie Neer: https://bit.ly/3zlNkOn #LiveLifeLiberated #LiberatedWealth #WealthManagement #Purpose #NorthStar The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.

Do you want to know what it’s like to work with us before even hiring us? Catch this episode of Live Life Liberated with our client Charlie Neer, who candidly shares his client experience. From uncovering the challenges to finding solutions together…Charlie covers it all. Don’t miss it! https://bit.ly/3zlNkOn #LiveLifeLiberated #LiberatedWealth #WealthManagement #FinancialAdvisors #ClientExperience The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.

Why do 90% of wealthy families lose their wealth by the third generation? The answer often lies not in the lack of resources but in the absence of a clear, unified mission and poor financial management across generations. 📘 Dive into our whitepaper, "How To Fulfill Lasting Purpose with Family Wealth," where we explore essential strategies that sustain family wealth through generations. Learn about: • Crafting a unified family mission that stands the test of time. • Managing lifestyles and investments to ensure long-term prosperity. • Developing talent within the family to maintain and grow the family legacy. 🔗 Discover how to build a lasting legacy by downloading our whitepaper today. [Link in the comments] #FamilyWealth #LegacyPlanning #CenturaWealthAdvisory #LiberatedWealth

Comprehensive wealth management requires a lot of coordination among professionals, such as advisors, estate planning attorneys, and CPAs. It may be similar to orchestrating a band! We don’t want the onus of coordination to fall on the client, so we take it upon ourselves to make it as seamless as possible. Hear what our client Charlie Neer has to say about his experience working with our team by streaming this clip from this conversation of Live Life Liberated ⤵️ #LiveLifeLiberated #LiberatedWealth #FinancialAdvisors #CPA #EstatePlanning #WealthManagement The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.

It's easy to get lost in a series of unconnected financial decisions, rather than a cohesive strategy that fuels your future. That’s where professional guidance can be helpful — putting it all together. Hear what it’s like to work with us, including our step-by-step client journey by playing this interview of Live Life Liberated with Charlie Neer: https://bit.ly/3zlNkOn #LiveLifeLiberated #LiberatedWealth #ClientExperience #WealthManagement #FinancialDecisions The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.