Live Life Liberated

Live Life Liberated


Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)

April 03, 2024

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:


Connect with Sean Clark:


Connect with Derek Myron:


Connect with Centura Wealth Advisory:



loaded