Centura Wealth Advisory was established in San Diego, California with a focused mission:
“We believe everyone has a purpose in life, and ours is to help wealthy individuals and families achieve their purpose through a proactive and comprehensive wealth management process called Liberated Wealth®.”
We are inspired by and guided by our client’s North Star.
The North Star is a bearing point in someone’s journey. It embodies our client’s goals, values, and purpose for their life and wealth.
By following our Liberated Wealth® process, we structure a comprehensive wealth plan designed to help you reach your North Star.
Centura Wealth Advisory was started with a common vision of its founding members who have been advising clients together for over a decade.
Create an independent advisory firm which goes above and beyond traditional money management to bring only the best value added solutions to our clients; and not be all things to all people.
Centura goes beyond a traditional multi-family office wealth management firm to offer advanced tax and estate planning solutions which traditional wealth managers often lack in expertise, knowledge, or resources to offer their clients.
We invest heavily into technology and systems to provide our clients fully transparent reporting, and tools to make informed decisions around their wealth plan.
Headquartered in San Diego, California, Centura is passionate about our client’s objectives and owns the fiduciary responsibility of protecting their interests.
We strive to be the best in our chosen lines of business, not the biggest.
Everyone on our team has their own North Star. They center around serving our clients, our community, and their aspirations. Feel free to learn more about our incredible team here at Centura.