Ep. 93 Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients
Unlocking Exponential Results with Centura Wealth Advisory
Navigating wealth management as an ultra-high-net-worth individual requires a sophisticated, proactive approach that delivers exponential financial results. Centura Wealth Advisory’s Liberated Wealth® Process is a five-step, structured journey designed to help founder-led business owners, C-level executives, and other high-net-worth individuals optimize their financial strategies while preserving and growing their wealth.
In this episode of Live Life Liberated, Sean Clark sits down with Derek Myron, founder, CEO, and managing director of Centura, to discuss how this proprietary process provides clarity, efficiency, and exponential value for clients.
The Five-Step Liberated Wealth® Process
1. Uncover: Discovery Phase
The journey begins with an in-depth discovery process that gathers facts, assumptions, and client goals. The focus is on understanding a client’s financial landscape, objectives, and pain points to build a customized strategy.
“People can see very early in the process—month 2, 3, or 4—that this will yield fantastic results for them and their family.” — Derek Myron
2. Unlock: Identifying Strategic Opportunities
Once the discovery phase is complete, Centura identifies key planning solutions categorized into four areas:
- Identified Strategies – Ranked in priority order
- Work in Progress – Strategies under consideration
- Completed Strategies – Implemented solutions
- Disqualified Strategies – Solutions that do not apply
At this stage, clients are introduced to a collaborative team of CPAs, estate planning attorneys, and other professionals to refine and validate these strategies.
3. Design: Blueprint for Financial Success
The third step involves modeling out the identified strategies and integrating them into a cohesive plan. Each strategy is evaluated for:
- Potential tax savings
- Cost of implementation
- Long-term financial impact
- Associated risks
With a clear blueprint in place, Centura coordinates with professionals to ensure alignment before moving forward.
“The planning now dictates the investments.” — Derek Myron
4. Liberate: Implementing the Plan
With a strategy finalized, Centura facilitates the execution of tax, estate, and investment strategies. This phase ensures seamless implementation and eliminates inefficiencies, allowing clients to experience white-glove service at every step.
5. Stewardship: Ongoing Review and Optimization
The process doesn’t end with implementation. Centura provides ongoing stewardship, including:
- Annual report cards tracking financial benefits
- Adjustments based on tax law changes
- Coordination with legal and financial teams for continued optimization
“Clients get a structured report card showing the exponential value created, ensuring transparency and accountability.” — Sean Clark
Who Benefits from the Liberated Wealth® Process?
The process is tailored for:
- Founder-led business owners with $20M+ equity anticipating a liquidity event
- C-level executives with $2M+ annual income and $20M+ net worth
- Individuals seeking immediate solutions to complex financial challenges
Collaboration with Elite Advisors
Centura’s Elite Advisor Collaboration Program (EACP) ensures top-tier financial professionals work together to deliver holistic wealth management solutions. Unlike traditional models where advisors work in silos, Centura fosters a transparent, highly coordinated approach that benefits both clients and advisors.
“Our philosophy is that we get better when we collaborate. We believe the willingness to share the secret sauce will inspire others to share theirs, creating win-win relationships.” — Derek Myron
Conclusion: Transforming Wealth Management
The Liberated Wealth® Process is not just about financial planning; it is about creating exponential value through meticulous strategy and execution. By integrating sophisticated tax planning, wealth transfer strategies, and balance sheet optimization, Centura Wealth Advisory helps clients navigate complexities with confidence and clarity.
Ready to take control of your financial future? Contact Centura Wealth Advisory to explore how the Liberated Wealth® Process can help you achieve sustainable, long-term financial success.
