Centura Wealth Advisory

Every client has different needs and a different outlook toward wealth management. For Charlie Neer, our client, the following were extremely important: Autonomy, Purpose, and Mastery. Charlie shares how we cater to his needs at every step of the wealth management process, here ➡️ https://bit.ly/3zlNkOn #LiveLifeLiberated #LiberatedWealth #FinancialAdvisors #FinancialGuidance #WealthManagement 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.

Happy Fourth of July from Centura Wealth Advisory! 🎆 Today, we celebrate Independence Day with our families, friends, and communities.  #FourthOfJuly #IndependenceDay #CelebrateFreedom #CenturaWealthAdvisory #LiberatedWealth

Coming from a humble background, Charlie Neer experienced financial turmoil early in his life. But over the years, he has found success in multiple senior executive positions at various organizations — currently as Chief Revenue Officer (US) at MiQ. Two years ago, Charlie became our client. In this release of Live Life Liberated, Derek Myron interviews Charlie, who candidly shares his client experience, pivotal moments during the journey, and how his wealth management has become better aligned with his purpose. Let’s get into it! ▶️ https://bit.ly/3L21uGQ #LiveLifeLiberated #LiberatedWealth #WealthManagement #ClientFeedback #HighNetWorth 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.

We will always remember this… Before becoming a client, Charlie Neer transferred $1 to us. That’s right — a dollar! The reason? He wanted to know how our process works. How it would be invested, moved between accounts, etc. Fast forward to today, Charlie has been our client for almost 2 years. Learn more about Charlie’s story by streaming this clip from this episode of Live Life Liberated ⬇️ #LiveLifeLiberated #LiberatedWealth #ClientExperience #Investing #WealthManagement 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.

Why Top Advisors are Choosing Centura Wealth Advisory 🌟 We believe that our team's success is a direct reflection of our collaborative culture and commitment to excellence. Seasoned advisors are choosing Centura because here, innovation meets expertise. What Sets Us Apart? • Collaborative Environment: Work side by side with industry leaders in a culture that celebrates shared success and continuous learning. • Enhanced Professional Skills: Benefit from a rich knowledge base that not only sharpens your skills but also expands your approach to client service. • Supportive Growth: We are deeply committed to the professional development of each advisor, ensuring that you have the tools and support to reach your highest career goals. Join a firm where you're encouraged to excel and innovate while delivering exceptional client satisfaction. 👉 Interested in joining our team? Contact us today [Link in Comments] to learn more about your future with Centura. #CenturaWealthAdvisory #WealthManagement #CareerGrowth #FinancialAdvisors #LiberatedWealth

Whether it’s investments, taxes, or cash flow… If you’ve ever tried to manage money on your own, you know it’s a time-consuming task and requires a certain level of expertise! The more you dig in, the more nuances you uncover — especially at a high-net-worth level. This week on Live Life Liberated, Derek Myron interviews our client Charlie Neer who has tried both: managing money on his own and seeking professional guidance. Tune in to hear about Charlie’s experience: https://bit.ly/3zlNkOn #LiveLifeLiberated #LiberatedWealth #WealthManagement #ClientExperience #Investments #TaxPlanning 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.

Selling a business internally (family members, partners, key employees, etc.) is vastly different from an external sale (strategic buyer, PE firm, etc.). Andrea Steinbrenner shares some key considerations in this clip from this interview of Live Life Liberated 🔽 For more in-depth insights on preparing your business for a sale click here today: https://bit.ly/4edFfLL #LiveLifeLiberated #LiberatedWealth #ExitPlanning #FamilyBusiness #ESOP #BusinessOwners

Most business owners, when asked about their timeline for exiting their business, often say it will take five years. When you ask the same question again next year, guess what they say? Five years! Without proper guidance and planning, you may be tempted to kick the can down the road until it’s too late. In the newest conversation of Live Life Liberated, Zoe Singh, CFP®, Wealth Advisor at Centura Wealth Advisory, and Andrea Steinbrenner, CEO of Exit Consulting Group, share the process for an effective business exit so you can be ever-ready to transition smoothly into the next chapter of your life. Let’s get into it: https://bit.ly/4edFfLL #LiveLifeLiberated #LiberatedWealth #ExitPlanning #BusinessExit #BusinessOwners