Ep. 97 Working With Centura: Candid Feedback From Our Client Charlie Neer
A Personal Wealth Management Journey
Charlie Neer, Chief Revenue Officer (US) at MiQ, has navigated a transformative financial journey over the past two years as a client of Centura Wealth Advisory. In a candid conversation with Centura’s Managing Director, Derek Myron, Charlie shares his experiences, lessons learned, and how his financial strategy is now more aligned with his long-term goals.
Why Seek Professional Wealth Advisory?
Coming from a humble background and experiencing financial uncertainty early in life, Charlie reached a point where he realized he needed structured guidance.
“I’ve always been a ‘stuff money under the couch cushions’ guy,” he admits. “I had investments scattered across different apps, and it was disorganized. I was losing buying power, missing tax advantages, and not optimizing my wealth.”
The Centura Process: A Holistic Approach
Centura’s Liberated Wealth® process provided Charlie with a structured and strategic approach to wealth management, including investments, estate planning, and tax strategies.
Key phases of the process include:
- Uncover: Understanding the client’s personal and financial goals, entity structures, and balance sheets.
- Unlock: Identifying tax planning and investment strategies to optimize wealth.
- Implement & Monitor: Ensuring execution aligns with long-term objectives.
“The depth of discovery blew me away,” Charlie says. “Centura took the time to understand my family’s goals, including my desire to retire in Mallorca, Spain, and built a plan around that.”
Trust and Transparency in Wealth Management
One of Charlie’s initial hesitations was trust.
“I don’t trust easily,” he admits. “I was waiting for the moment where the background falls down, and I realize I’m sending my money to people in The Bahamas. But Centura earned my trust by being transparent at every step.”
He appreciated Centura’s ability to provide expert coordination across different financial disciplines. “I’ve never had to chase third parties. Every lawyer, tax advisor, or estate planner they introduced me to was already prepped and aligned with my needs.”
The Value of Learning and Mastery
Beyond just financial management, Charlie found tremendous value in the educational aspect of working with Centura. “I enjoy learning, and Centura has helped me understand things I never knew—tax planning, entity structures, estate strategies. Now, I can have informed conversations with my peers about financial decisions.”
Final Thoughts: A Relationship Built on Alignment
Charlie highlights three key factors that have made his experience with Centura invaluable:
- Autonomy: “I always have the final say. Centura advises, but I make the decisions.”
- Purpose: “They don’t just manage wealth; they align it with my goals.”
- Mastery: “I’ve learned so much, and I know I’m in the hands of true experts.”
For those hesitant to take the next step in financial planning, Charlie offers this advice:
“It took me a year and a half to commit. My biggest hurdle was my own ego. But once I realized I wasn’t the expert in this field, I was able to embrace Centura’s guidance and truly optimize my wealth.”
Connect With Centura
At Centura Wealth Advisory, we go 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 with fully transparent reporting and tools to make informed decisions around their wealth plan.
Connect with our team today to learn how we can help you navigate complex financial decisions and secure your financial future with confidence.
Disclosures
Centura Wealth does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting, or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.
For additional information about Centura, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you engage our firm for advisory services.
