Gathering the Best People
to Meet the Moment

Let’s Close the Coordination Gap

Many of our clients are unaware they lack key financial service partners essential to their success. We have the resources to evaluate and augment your team, as needed. Our network is highly curated and made up of trusted professionals in a wide range of fields.

By fostering strong communication, we seek to prevent misalignment with the goal to protect your wealth and pass it down in the most efficient way possible.

Together, we create a collaborative brain trust designed to surpass expectations.

CPAs | Attorneys | M&A / Exit Professionals | Family Offices | Other Professionals

CPAs

We don’t compete; we collaborate.

By meeting directly with your CPA, we eliminate posturing and focus on executing what works best for your financial goals. Our approach leverages the CPA’s expertise while introducing innovative tax strategies that they may not have the time or familiarity to implement. Together, we create a streamlined process that prioritizes your tax efficiency and long-term wealth growth, ensuring that every aspect of your financial picture is optimized.

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Attorneys

Strategic, legally sound transactions require the right attorneys on your team.

We bring your legal team into the conversation early, sharing what we have uncovered about your goals and facts, and inviting them to provide insights. This collaborative approach ensures that your estate and wealth transfer plans are both tax-efficient and aligned with your long-term goals.

Where needed, we introduce you to legal professionals with specialized experience to make sure you get the right guidance and protections.

EXPLORE THE LIBERATED WEALTH® PROCESS

M&A Exit Planning

Preparing for Exit can require very specific insights.

Depending on where you are in your exit plan, we can introduce you to advisors who can help maximize the valuation of your company and navigate the high-wire of a business sale or merger.

We collaborate with M&A Advisors, M&A Attorneys., Investment Bankers and other professionals focused on the complex and consequential process of merging, acquiring, or exiting a business.

You may only do this once, we make sure you have the team behind you to get it right.

READ OUR CASE STUDIES

Family Offices

Your family office plays an essential role in managing day-to-day financial operations.

Centura works hand-in-hand with family back offices to implement strategies that target tax mitigation, sustainable wealth growth, multi-generational planning, and asset protection. We align our strategies with the family’s broader goals, focusing on stability and performance.

Our collaboration with family back offices ensures that the family’s financial ecosystem remains cohesive and efficient, with all professionals working toward the same objectives.

ARTICLES & INSIGHTS

Our Professional Network

Do you do all the work in-house?

We value the experience and specialties of our professional network and loop in the right resources to support our clients along their journeys. So, in short, no, we do not do everything in house.  We work with a wide variety of trusted service providers including, but not limited to:

  • 401K Administrators
  • Bankers
  • Brokers
  • Business Coaches
  • Fiduciaries/Trustees
  • Fractional C-Suite Executives
  • Insurance Bankers/Brokers
  • Investment Bankers
  • Mortgage Brokers
  • Non-Profits/Foundations
  • Real Estate Brokers/Agents
  • Valuation Professionals
  • Venture Capital Groups

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HEADQUARTERS
12255 El Camino Real, Ste 125
San Diego, CA 92130
GET DIRECTIONS
858-771-9500

Our planning fee pricing for income tax planning services is determined using a standardized matrix based on Net Worth, Income, and Meeting Frequency. This base planning fee price may be adjusted to account for increased complexity or the occurrence of a future income event. To project tax savings, we analyze prior year tax returns to determine their past tax liability to project out the following year’s tax liability. Based on facts collected and confirmed by the client, we then identify and evaluate applicable tax strategies and the estimated annual tax savings they would produce if implemented. The estimated annual tax savings are then divided by the annual engagement price proposed to/agreed to by the client to determine the multiple on estimated annual tax savings generated as it relates to the planning fees paid. Please note, these initial projections are preliminary and based on our current understanding of the client’s situation. Outcomes may vary based on client’s decisions or chosen course of action regarding the implementation of recommended strategies, their specific goals, and risk tolerance.

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CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For more information click here