Tag: financial planning
How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)

How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)

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As your wealth grows, your financial planning needs become significantly more complex.

At Centura Wealth Advisory (Centura), we specialize in serving high-net-worth and ultra-high-net-worth individuals, helping them lighten the burdens of wealth!

In this episode, Kyle Malmstrom and Sean Clark, MBA, talk about Centura’s Liberated Wealth® process, including an overview of our sophisticated wealth management and tax planning strategies.

Kyle and Sean discuss:

  • Why Centura differs from other wealth management firms
  • How to move the needle with above-the-line planning (income tax, wealth transfer, and balance sheet optimization)
  • Centura’s rigorous due diligence process
  • How Centura taps into 50+ planning strategies to find the right solution for clients
  • And more

Resources:

Connect with Kyle Malmstrom:

Connect With Sean Clark:

Connect With Centura Wealth Advisory:
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)

Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)

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Advisors, are you seeking the secret to delivering unparalleled value to your high-net-worth clients?

In a world where wealth advisory excellence is defined by innovation and collaboration, you might want to explore the power of joint casework.

In this episode, Samantha Lawrence, CFP®, Associate Advisor, interviews Gregg Gottlieb, CFP®, co-founder of Regal Wealth Advisors, about his experience working with Centura Wealth Advisory (Centura) and its Elite Advisor Collaboration Program (EACP).

Gregg discusses:

  • The importance of collaboration in the wealth management industry
  • Why he found the joint casework experience financially and professionally rewarding
  • An example of how his partnership with Centura benefitted his client
  • How Centura’s radical transparency with its Liberated Wealth® process helped him improve his own practice
  • And more

Resources:

Connect with Samantha Lawrence:

Connect With Gregg Gottlieb:

Connect With Centura Wealth Advisory:

About Our Guest:

Gregg Gottlieb co-founded Regal Wealth Advisors in 2006 to help create a company dedicated to wealth development, preservation, and transfer to subsequent generations. Gregg has over 20 years of experience in the financial advisory industry developing and helping to implement financial plans for individuals and business owners. He also has specialized experience working with complex life and health insurance matters, strategically integrating them within comprehensive, tailored financial plans.

Gregg earned his undergraduate degree in human resources at Muhlenberg College. He subsequently completed the Certified Financial Planning Program at Fairleigh Dickinson University and earned the CFP® designation. Greg holds life, health, and property and casualty insurance licenses, as well as Series 63, Series 65, and Series 7 securities licenses through LPL Financial.
“Above-the-Line” Financial Planning: How to Move the Needle on Your Wealth Management Services (Ep. 66)

“Above-the-Line” Financial Planning: How to Move the Needle on Your Wealth Management Services (Ep. 66)

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At Centura, we divide financial planning services into two categories: 1) Steps that make your plan just “good enough” and 2) Steps that actually move the needle and make a measurable difference in your wealth.

In this episode, Derek Myron and Sean Clark unpack the four steps that fall “below-the-line” and three steps that fall “above-the-line” in financial planning. They further explain the impact that each step has on your financial plan.

Derek and Sean discuss:

  • What sets Centura Wealth Advisory’s Liberated Wealth® Process apart
  • The importance of adopting a forward-looking approach to tax planning
  • How Centura professionals collaborate with CPAs and estate planning attorneys to improve the client experience
  • How balance sheet optimization works (and why it matters)
  • And more

Connect With Derek Myron:

Connect With Sean Clark:

Connect With Centura Wealth Advisory:
Centura Client Experience from Retired Executives Point of View (Ep. 64)

Centura Client Experience from Retired Executives Point of View (Ep. 64)

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Chuck and Mary Ann Cox became clients of Derek Myron, Managing Director of Centura Wealth Advisory (Centura), in 2004. After 18 years of wealth management and financial planning, Derek continues to serve Chuck today (unfortunately, Mary Ann passed away in 2018).

In this episode, Derek Myron interviews Chuck Cox, a retired executive, about his client experience at Centura. Chuck provides insights into the wealth management approach adopted by Centura and how it has improved his financial well-being over the years.

Chuck discusses:

  • The challenges he and Mary Ann faced while managing wealth on their own
  • How Centura advisors helped him in estate planning, tax planning and balance sheet optimization
  • How alternative investments contributed to his financial goals
  • Why he was able to assist in his daughter’s business without taking a hit on his own financial position
  • And more

Resources:

Connect With Centura Wealth Advisory:

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
What It’s Like To Sell a Business With Our Client Doug Pate (Ep. 62)

What It’s Like To Sell a Business With Our Client Doug Pate (Ep. 62)

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Selling a business is a complex process. You need to tackle several types of taxes. You need to effectively invest the proceeds. Finally, you also need to overcome the emotions of letting go of your business.

In this episode, Kyle Malmstrom interviews Doug Pate, a client of Centura Wealth Advisory (Centura) who recently sold his business, International Surf Ventures Inc., after growing it for 17 years.

Doug discusses:

  • His personal experience of navigating a business exit
  • How CLATs helped him save seven figures in taxes and achieve his charitable goals
  • Why wealth protection is as important as growing your wealth
  • Centura’s involvement in his wealth management (including alternative investments)
  • And more

Resources:

Connect With Doug Pate:

Connect With Centura Wealth Advisory:

About Our Guest:

Doug Pate co-founded ISLE with his best friend, Marc Miller. Doug and Marc share a lifelong passion for the ocean and the sports that surround it. In their first four years of business, they sold surfboards online. At the time, there was no direct-to-consumer surfboard company, and by default, they became the industry’s pioneers. In 2008, they shifted their focus from surfboards to stand up paddle boards as a way to help more people get on the water across the country.

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
Centura Client Experience from Retired Executives Point of View (Ep. 60)

Centura Client Experience from Retired Executives Point of View (Ep. 60)

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Aubrey Serfling and Lori Long have worked with Centura Wealth Advisory (Centura) as clients for over eight years now. Despite being retired executives today, they continue to work on their charitable endeavors.

In this episode, Derek Myron interviews Aubrey and Lori about their client experience at Centura. They share insights into their wealth management journey which includes comprehensive tax planning, estate planning, balance sheet optimization, and cash flow planning.

Aubrey and Lori discuss:

  • Major pain points they uncovered during their discovery process
  • How they have benefited from trusts (e.g. CLATs) and various alternative investments
  • Balance sheet items that caused maximum problems — and how they addressed them
  • Their advice to executives who are trying to manage wealth on their own
  • And more

Resources:

Connect With Centura Wealth Advisory:

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
Effective Tax Deferral Strategies for Real Estate Investors With Mark Kenny (Ep. 59)

Effective Tax Deferral Strategies for Real Estate Investors With Mark Kenny (Ep. 59)

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Real estate investors often use a 1031 exchange to defer taxes.

However, a direct 1031 exchange is not possible if you want to transfer your real estate investment into publicly traded REIT shares.

In this episode, Sean Clark, Director of Financial Planning, and Mark Kenny, Advanced Planner, discuss alternative tax deferral strategies using UPREITs and DownREITs.

Sean and Mark discuss:

  • A brief overview of 1031 exchanges
  • How UPREITs and DownREITs work — and the difference between them
  • How the team at Centura Wealth Advisory navigates these transactions
  • Liquidity, diversification, and wealth transfer benefits of UPREITs and DownREITs
  • And more

Connect With Centura Wealth Advisory:

About Our Guest:

Mark Kenny is a Senior Wealth Planner at Centura Wealth Advisory. He provides advanced tax, estate, and wealth planning to high-net-worth clients. He has over 25 years of experience in estate planning, retirement planning, investments, business succession planning, and family wealth transfers. 
The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)

The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)

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After her father passed away in 1994, Marilyn Daniels was suddenly thrust into managing a large pool of assets and forced to make several key financial decisions. In 2004 she joined Centura Wealth Advisory (Centura) as a client.

In this episode, Derek Myron interviews Marilyn about her client experience at Centura and how her financial picture has evolved over the years.

Marilyn discusses:

  • Major wealth transfer challenges she faced while inheriting her parents’ estate
  • How financial planning has contributed to her charitable endeavors
  • How Centura’s team of professionals helped her overcome the complexity of wealth management
  • Her best and worst investments — and what she learned from them
  • And more

Resources:

Connect With Centura Wealth Advisory:

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55)

The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55)

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We started working with Tina Daniels’ family nearly 18 years ago for her grandmother’s estate. Then, we worked on her parents’ estate. As of today, we have been helping Tina manage her wealth for nearly 15 years.

In this episode, Derek Myron interviews Tina, the Managing Director of Agency & Brand Measurement Analytics at Google. Tina provides a glimpse into what it’s like to work with Centura Wealth Advisory (Centura) and how our Liberated Wealth® Process has helped her secure her financial future.

Tina discusses:

  • Why she doesn’t manage her own wealth, despite having a strong financial background
  • Her experience of working with multiple professionals on the Centura team
  • The biggest financial lessons she gained as our client
  • Her advice to other individuals who are in a similar financial position as hers
  • And more

Resources:

Connect With Tina Daniels:

Connect With Centura Wealth Advisory:

About Our Guest:

Tina Daniels is a current client of Centura Wealth Advisory. Tina is a marketing industry leader – a digital veteran successfully driving internal and external corporate growth. She has designed and led innovative, multi-faceted engagements with Fortune 500 companies, developed online business and marketing strategies, created advertising campaigns and offered unique performance analyses. Tina’s experience spans agency, publisher, and technology companies, where she’s achieved success in both corporate and startup environments.

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)

Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)

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Recently, we had a great addition to our team!

In January 2022, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory as a Senior Wealth Advisor, bringing in 15 years of experience as a financial advisor and Chief Investment Officer.

In this episode, Jonathan Freeman, Chief Operating Officer, interviews Seth about his personal and professional journey. Seth also shares his future plans with the firm and the type of clientele he aims to serve.

Seth discusses:

  • His major personal and philanthropic interests
  • How he fits into Centura Wealth Advisory’s broad bench of professionals
  • The niche markets that he specializes in serving (both nationally and locally)
  • What motivated him to join the team at Centura Wealth Advisory
  • And more

Connect With Seth Meisler:

Book Time with Jonathan Freeman:

Schedule a Call

Connect With Centura Wealth Advisory:

About Our Guest:

Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory in January 2022 as a Senior Wealth Advisor. With 15 years of experience as a financial advisor and Chief Investment Officer, Seth helps clients reach their financial goals by offering strategic financial planning, tax planning, and investment management solutions. Seth is a member of the CFA Institute of Minnesota (CFAMN), the Minnesota Society of  CPAs (MNCPA), the Financial Planning Association of Minnesota (FPAMN), and the American Institute of Certified Public Accountants (AICPA). Seth is also a member of Ed Slott’s Master Elite IRA Advisory Group, where he studies the complexities of IRAs in order to help his clients with tax and distribution strategies. Seth has been published in Marketwatch.com and in Forbes.

 

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