Centura Wealth Advisory’s Post

Wealth transition planning provides enduring peace of mind, saves enormous amounts of time and creates better financial results. Use our Wealth Transition Toolkit to store important information, so your family knows who to call, what’s involved and where everything can be found, should something happen. www.finuity.ca/transition #estateplanning #lifeinsurance #edmonton #yegbusiness

🌞 Happy Monday from Dominion Wealth Management! 🌞 New week, new opportunities to grow, protect, and manage your wealth! 💼💡 Whether it's planning for the future or maximizing today, we’re here to help you stay ahead of the curve. Let’s make this week one of smart moves and strong decisions! What financial goals are you working toward? Let’s crush them together! 💪🚀 #MotivationMonday #WealthManagement #FinancialGrowth #DominionWealthManagement #SuccessStartsHere

Celebrating accomplishments is what we do best, and this one's a big one! 🎉 We're thrilled to see our company recognised in The Times, as one of the top 10 specialists in securing your financial future. Every day, we keep growing and growing, thanks to your trust and support! 🚀 Check out the article! https://lnkd.in/e5ebFJbH #FinancialFuture #CompanyGrowth #FinancialServices #FinancialPlanning

As a financial advisor, I believe in a holistic approach to wealth management. It's not just about numbers on a balance sheet; it's about nurturing well-being across generations. I’m currently reading "Complete Family Wealth: Wealth as Well-Being" by James Hughes, exploring how we can redefine wealth to encompass health, relationships, and purpose. Let's start conversations about building a legacy that goes beyond financial assets. How do you define true wealth for your family? 👇 #WealthBeyondMoney #FamilyWealth"

In this post, I'm sharing my two decades of invaluable insights gained from working with numerous high-net-worth (HNW) families and family offices. Through this experience, I've realized that these families require more than just a single solution; they need a comprehensive, well-thought-out asset structuring and intergenerational strategy. This brings us to the four "C's" that HNW families are most concerned about: 1: Confidentiality - Can my assets be kept private without compromising my financial security while ensuring compliance with all relevant laws and regulations? 2: Consolidation - Can all my assets be managed under one structure, simplifying oversight and management? 3: Control - Can I control my financial affairs, even as they are managed and protected? 4: Continuous Flow of Assets - Can my wealth continue to generate income and be passed on seamlessly from generation to generation? These four questions form the foundation of a solid financial strategy. They are thought-provoking and crucial for ensuring your wealth is managed efficiently and securely. Imagine the peace of mind that comes with knowing your assets are confidential, consolidated, controlled, and continuously flowing to future generations. This is the essence of a well-crafted intergenerational financial strategy. Let's discuss how we can implement these principles for your family’s financial well-being. To your financial success, Sandeep N. Setty #HighNetWorth #FamilyOffice #AssetStructuring #IntergenerationalWealth #FinancialStrategy #Confidentiality #FinancialControl #WealthManagement #GenerationalWealth #EstatePlanning #SandeepNSetty #FinancialAdvisor

Shift 2024 opens with Ross Marino, CFP®, CeFT® speaking to advisors about what they’ve got to do to better serve clients. “We all thought the information and knowledge would be enough … and still people are struggling to make financial decisions .. the process for financial planning is simply not enough … we need to shift our approach … and that approach is to human first.” #shiftevent #financialplanning #financialadvisors #Rethinking65 #cfp #shift2024 Michael KitcesJerilyn KleinFrank W. RosaKaren BurkeCatherine Seeber, CFP®, CeFT®Melissa Joy, CFP®Cary Carbonaro, CFP®MBABridget Venus Grimes, CFP®

"Money matters, but life matters more" - This is the message we promote, but what does it mean? 👀 While financial planning might not be everyone's priority, our approach ensures a fulfilling life, not just preserved wealth. Choose Paradigm Norton if you're seeking seamless and effective financial planning by a team that values people over profit... Thousands have already made this choice! Learn more about us on our website https://lnkd.in/eny9zKSf Investing places your capital at risk, and the values of investments may fall or rise. #FinancialPlanning #BCorp #CompanyValues #InvestmentManagement #EstatePlanning

It’s more than just numbers; it’s your future. At Arista Wealth Management, we focus on understanding your financial dreams and developing strategies to help you achieve them. Your success is our mission! Start planning today at aristawealth.com. #WealthManagement #FinancialPlanning #DreamBig #AristaWealth

Excited to share that my professional profile is now featured on Wealthtender! 🌟 This platform has been a fantastic resource for connecting knowledgeable financial professionals with those seeking personalized guidance. If you're exploring financial planning or seeking advice, take a moment to discover the wealth of expertise available on Wealthtender. Proud to be part of this community! 💼🌱 #Wealthtender #FinancialWellness #CommunityGrowth