While many are unfamiliar with Charitable Lead Annuity Trusts (CLATs), those who have heard of this financial tool typically see it as a means to fulfill their philanthropic or estate planning needs. But Centura Wealth Advisory sees CLATs as a tool that can offer so much more. Today, Derek Myron joins Centura’s director of planning …
Centura Wealth Advisory believes in going above and beyond traditional money management to bring only the best value-added solutions to clients. To do so, they’ve brought on amazing team members who share their vision of what it means to have Liberated Wealth™. Today, you’ll meet one of those team members, Centura’s co-chief investment officer David …
Centura Wealth Advisory is pleased to introduce the Live Life Liberated Podcast! In this inaugural episode of the series, founding managing directors, Derek Myron and Kyle Malmstrom, introduce Centura Wealth Advisory and how they help clients liberate their wealth with planning, precision, and purpose. In this episode, you’ll learn: Who Centura Wealth Advisory serves (and …