Are you ready to dive into the world of proactive and comprehensive wealth management designed to help ultra-high-net-worth individuals achieve exponential results?

In this episode, Sean Clark speaks with Derek Myron, founder, CEO, and managing director of Centura Wealth Advisory (Centura), about the innovative Liberated Wealth® process. Discover the five-step journey Centura’s clients embark on, from uncovering their goals to designing personalized strategies, implementing solutions, and ongoing stewardship to ensure continued success.

Sean and Derek discuss:

• Sophisticated planning for founder-led business owners and C-level executives
  
• Differentiating “above-the-line” planning for exponential results
  
• The importance of ongoing stewardship and annual review processes
  
• How Centura delivers a white glove treatment at every step
  
• Centura’s collaborative approach and referral system for advisors and other professionals
  
• And more
  

Resources:

• Liberated Wealth® Process
  
• Elite Advisor Collaboration Program (EACP)
  

Connect with Sean Clark:

• sclark@centurawealth.com
  
• LinkedIn: Sean Clark
  

Connect with Derek Myron:

• dmyron@centurawealth.com 
  
• LinkedIn: Derek Myron
  

Connect with Centura Wealth Advisory:

• (858) 771-9500
  
• Centura Wealth Advisory
  
• LinkedIn: Centura Wealth Advisory