Meet Centura: Not Your Traditional Wealth Advisors

Who We Are

Centura Wealth Advisory deviates from the traditional standards of everyday wealth advisories. Our main focus as a wealth advisor is to liberate your wealth, creating an independent advisory firm that goes above and beyond traditional money management. We aspire to bring only the best value-added solutions to our clients; not be all things to all people.

As financial advisors, we want to help our clients Liberate their Wealth and shape a future.

Our Purpose

Centura goes beyond a traditional multi-family office wealth management firm to offer advanced tax and estate planning solutions. Often, traditional wealth managers lack the knowledge and resources to offer their clients the best financial planning.

“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®.”

The Centura Foundation

One tangible example of our actions following our words is the Centura Foundation. The goal of the Centura Foundation is to focus efforts on building and sustaining vibrant communities in the areas where we live and work.

The Centura Foundation was established to harness the charitable nature of our founders and clients for the purpose of directing resources to underfunded established organizations. Built on the concept of Think Global, Act Local, we are dedicated to focusing on community-building activities that address key social issues that create a healthy and vibrant community.

At Centura Wealth, we strive to be the best in our chosen lines of business, not the biggest. Learn more about what liberated wealth means for you today.

CONNECT WITH US

HEADQUARTERS
12255 El Camino Real, Ste 125
San Diego, CA 92130
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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.