Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)
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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:
- (858) 771-9500
- Centura Wealth Advisory
- LinkedIn: Centura Wealth Advisory