Tag: Ultra High Net Worth
From Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)

From Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)

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What does it take for ultra-high-net-worth families to turn their wealth into a lasting legacy?

At Centura Wealth Advisory, it all starts with a deep understanding of where our clients are being underserved.

Wealth strategists Derek Myron and Sean Clark examine how Centura’s service model is crafted for those with an income of $2 million and assets over $20 million. They discuss their approach to working with C-level executives and founder-led business owners, optimizing each financial strategy intentionally with their long-term goals.

From Centura’s unique Liberated Wealth Planning Process—aimed at delivering a 5X return on costs through tax mitigation and balance sheet optimization—to their ‘Goldilocks’ strategy that balances personalized care with exclusive alternative investment opportunities, they reveal how Centura builds trust and maximizes outcomes for its clients.

Talking points include:

  • Centura’s specialized approach to business owners based on their timelines for selling their companies
  • How the Liberated Wealth Process aims to provide exponential value through strategic tax and investment planning
  • The importance of transparency in Centura’s client engagement—from initial meetings to comprehensive reporting
  • The seamless integration of planning and investment strategies tailored to optimize estate and retirement accounts
  • The ‘Goldilocks’ firm philosophy—small enough for personalized services but large enough to access meaningful opportunities
  • And a closer look into how Centura prioritizes client needs to build long-term trust
  • And much more!

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

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:
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:

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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:

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Connect With Gregg Gottlieb:

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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.
How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)

How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)

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High-net-worth and ultra-high-net-worth individuals are often focused on protecting and growing their wealth while minimizing taxes. However, not all of their assets generate “tax-efficient” income.

This is where private placement life insurance (PPLI) can come into play.

In this episode, Derek Myron interviews Christopher Hyman, Director of Insurance Solutions at Centura Wealth Advisory. They explain how PPLI serves as a tax-efficient way to grow assets from taxes while offering high flexibility and low fees, as well as providing death benefit protection.

Derek and Chris discuss:

  • How PPLI works and who it is best suited for
  • PPLI’s major tax advantages for high-net-worth individuals (net worth above $10 million)
  • Potential risks in PPLI that investors should know about
  • How PPLI can be highly personalized to meet client-specific needs
  • And more

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Connect with Christopher Hyman:

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About Our Guest:

Chris has been in the financial services industry for over fifteen years, nine of those serving ultra-affluent families and privately held businesses. As Director of Insurance Solutions, Chris is responsible for modeling in-depth customized planning solutions that fit the diverse needs and goals of Centura clients, as well as assisting in the ongoing stewardship of those plans. Before joining Centura, Chris served as the sole Case Design specialist for an advisory member firm of M Financial Group, where he developed life insurance solutions for high net worth clients, geared toward estate planning, tax efficiency, and executive compensation.

Chris earned his Bachelor of Science (B.S.) in Accounting from the University of Delaware. He resides in Wilmington, Delaware with his wife Amanda, and their three children. His primary joy is spending time with family and friends. He also enjoys reading, fitness training, outdoor activities, and traveling to the shore.
Centura Client Experience from the View of a Retired Business Owner (Ep. 80)

Centura Client Experience from the View of a Retired Business Owner (Ep. 80)

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Are you thinking about selling your business? Do you feel overwhelmed and unsure about the process?

In this episode, Derek Myron interviews Donovan Weber, who recently sold his business to an international conglomerate. Donovan shares the planning process he went through at Centura Wealth Advisory (Centura) before and after selling his business, the things he discovered along the process and how it helped him achieve his goals.

Donovan discusses:

  • What it’s like to move through Centura’s Liberated Wealth® process
  • How Centura helped him navigate charitable planning and tax efficiency
  • How alternative investments have benefited his overall portfolio
  • His advice for business owners who haven’t considered an exit strategy yet
  • And more

Resources:

Connect with Derek Myron:

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.
Centura Client Experience: Exiting a Business (Ep. 78)

Centura Client Experience: Exiting a Business (Ep. 78)

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The sale of a business represents not only the culmination of years of hard work and dedication but also a unique opportunity to amass considerable wealth.

With so much at stake, having a specialized wealth management team in your corner can make a significant difference!

In this episode, Derek Myron speaks with Jimmy Page, who recently sold his business. Jimmy shares his experience of working with Centura Wealth Advisory (Centura) and how it has benefited his wealth management. 

Jimmy discusses:

  • When is the ideal time to start planning your business exit
  • The importance of having a collaborative team of professionals (financial advisors, CPA, estate planning attorneys, etc.)
  • How Centura helped him navigate alternative investments
  • His advice on what to look for in a professional wealth management team
  • And more

Resources:

Connect with Jimmy Page:

Connect with Derek Myron:

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.
Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)

Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)

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Are you a business owner or high-income executive concerned about recent changes in the economic, political, and tax environment?

In this episode, Kyle Malmstrom and Matt Griffith, CFP®, cover a range of topics, including ways to prepare for a huge liquidity event, tax planning, investment considerations during high interest rates, and an overview of our Liberated Wealth® process.

Kyle and Matt discuss:

  • Key changes in the past 12 months that can impact your wealth
  • Tips for business owners either setting up a new entity or planning their exit
  • What to do if your wealth is tied up in a concentrated stock position
  • The importance of working with a professional advisory team
  • And more

Resources:

Connect with Kyle Malmstrom:

Connect with Matt Griffith:

Connect With Centura Wealth Advisory:
Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)

Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)

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Krista Schmitt, a retired CPA, has spent nearly 30 years working for a Fortune-500 company in the area of accounting and financial information systems.

Despite her financial background, she knew she wanted to lean on an expert and decided to work with Centura Wealth Advisory (Centura) and has been a client of Derek Myron, Managing Director, for nearly two decades!

In this episode, Derek interviews Krista about her experience as Centura’s client moving through the Liberated Wealth® Process.

Derek and Krista discuss:

  • Why Krista started to feel that investing only in a 401(k) wasn’t enough
  • Her exposure to alternative investments as Centura’s client (and how it impacted her portfolio)
  • The benefits of working with a well-coordinated and trusted team of professionals
  • The best place to start if you do not have a team of advisors yet
  • And more

Resources:

Connect with Derek Myron:

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.
Collaboration in Financial Services: How One Plus One Can Deliver Exponential Results with Tom Oliveira (Ep. 75)

Collaboration in Financial Services: How One Plus One Can Deliver Exponential Results with Tom Oliveira (Ep. 75)

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If you’re a financial advisor, you know that the industry can be tough to navigate alone. The key to growth lies in collaboration with fellow professionals.

Collaboration not only paves the way for accelerated growth, but it can also improve your client service!

In this episode, Derek Myron speaks with Tom Oliveira, Wealth Advisor at Oliveira Wealth, LLC, about how collaboration in financial services can lead to exponential results.

Derek and Tom discuss:

  • Tom’s experience of collaborating with Centura Wealth Advisory on a complex case
  • How collaboration can lead to life-changing results for both firms
  • The scarcity vs. abundance mentality and the importance of trust and transparency
  • What it’s like to participate in our Elite Advisor Collaboration Program (EACP)
  • And more

Resources:

Connect with Tom Oliveira:

Connect with Derek Myron:

Connect With Centura Wealth Advisory:

About Our Guest:

Tom began his career in 1994 with an advisory position at Northwestern Mutual.  He helped clients with investments, risk management, retirement income, business and estate planning. In 2006, with a desire to offer his clientele premier wealth management, he started Oliveira Wealth, LLC, a SEC registered RIA to provide customized investment and estate services to high- net worth families and businesses. Oliveira Wealth prides itself on creative tax management strategies, tax favored retirement planning and “outside the box” concepts. He graduated from CSU, Stanislaus with a degree in Finance.  He has achieved industry designations of CLU, ChFC, CASL and RICP.  He enjoys playing pickleball in his spare time.

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