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

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, …

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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:

Liberated Wealth® Process
Elite Advisor Collaboration Program (EACP)

Connect with Sean Clark:

[email protected]
LinkedIn: Sean Clark

Connect with Derek Myron:

[email protected] 
LinkedIn: Derek Myron

Connect with Centura Wealth Advisory:

(858) 771-9500
Centura Wealth Advisory
LinkedIn: Centura Wealth Advisory