With tax laws on the brink of change, how can high-net-worth families not only protect their wealth but maximize their tax efficiency? This week on Live Life Liberated, Kyle Malmstrom, Managing Direc

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 under

Whats the secret to cultivating a workplace where people are empowered, engaged, and driven to succeed? At Centura Wealth Advisory, it all starts with a commitment to core values and a leadership app

Are you fully capitalizing on your businesss financial strategy? If not, you could be missing out on critical growth opportunities and tax savings. Lets celebrate 100 episodes of Live Life Liberated

Could your business be missing out on thousands in tax savings right now? In this episode of Live Life Liberated, Greg Klipstein and Samantha Lawrence uncover the Qualified Business Income (QBI) deduc

Curious about why multifamily real estate stands out as a resilient and potentially lucrative investment? Join Chris Osmond, CFA, CAIA, CFP, Chief Investment Officer at Centura Wealth Advisory, as h

Coming from a humble background, Charlie Neer experienced financial turmoil early in his life. But over the years, he has found success in multiple senior executive positions at various organizations

Most business owners, when asked about their timeline for exiting their business, often say it will take five years. When you ask the same question again next year, guess what they say? Five years! Wi

Alternative investments may offer significant opportunities for superior risk-adjusted returns and portfolio diversification. Yet, many investors find their portfolios thin of these investments. In th

Some states (like California, New Jersey, and New York) charge significant capital gains taxes. However, there are 8 states that have zero capital gains tax! This disparity creates some tax planning