You Have Wealth Complexity, We Have Sophisticated Strategies to Save on Taxes.

Our Commitment To You.

The process by which we create exponential value is sophisticated and impactful, just like the people we take on as clients. Your commitment to building a meaningful life and career inspires us, and we draw on our extensive experience to support you in achieving your goals.

If we can’t see our way to creating exponential value through tax savings, we won’t engage in planning.

Business Owner Preparing for Exit Executive Owner/ Founder

Client Case Study & Podcast: Business Owner Preparing for Exit

The Weber brothers founded a 3D printing and manufacturing company in the early 90s. What started as a small business in Carlsbad, California, quickly grew to be the largest privately-owned 3D printing company in the U.S. The brothers started the company at a time when 3D printing was just beginning to be recognized, and they built their business on innovation and team-building. By 2020, they had grown the business to 175 employees with 100,000 sqft of manufacturing space and worked with some of the most high-profile clients out there (Apple among them).

“There’s a runway… you’re going to want to get engaged and figure out what you need to do. There’s planning, there’s structure that you need to set up to get you moving in the right direction.”

The Result:

We have exceeded client expectations through tax savings.

As of December 2024, we continue to build on these tax strategies to save even more.

Start Planning Early:

Starting the process early—ideally during the “gold period,” or 24 months prior to LOI—allows for the most comprehensive planning.

Engage a Specialized & Collaborative Team:

“It was a very collaborative spirit… and you really need that overall team between tax, legal, and financial services.”

Implement tax strategies to benefit philanthropic goals.

“You’ve got this looming tax bill, but there are instruments that you can move, rather than paying Uncle Sam, you can put it into your favorite charity… it was one of the best moments in my life knowing that we could do that.”

This testimonial was provided by Donovan Weber a current client of CCG Wealth Management LLC. No compensation was provided for this testimonial. Weber’s experience may not be indicative of all client experiences.

HOW WE DELIVER EXPONENTIAL VALUE

Client Case Study & Podcast: Executive

Charlie, a senior executive in the advertising technology industry, came to Centura Wealth through a referral from a trusted friend. Having achieved significant success with multiple high-profile acquisitions, including his company’s recent private equity event valued at $1 billion, Charlie faced new financial complexities that required a different level of management. Despite his business acumen, he had financial “blind spots” and realized he needed expertise to optimize his tax strategy and wealth planning.

“Pat said, ‘Hey, you should talk to my guy down in San Diego.’ I told him to get lost for about a year and a half… but eventually it paid off for everybody.”

“I love watching masters of their craft… And when I started working with you guys, I realized how little I knew about tax preparation, my own balance sheet, and estate planning.”

The Solution:

We identified four tax saving strategies, which will, we project, continue to deliver exponential value.

A Cohesive Plan to Simplify Complexity

Charlie managed his finances through a variety of apps and personal investments but felt disorganized and felt he was missing the right guidance and advice.

Building Foundational Trust:

He was skeptical of financial advisors. Even with he referral it took time to build trust. Charlie knew he needed a partner, not someone selling him services.

Smart Planning for the Future:

Thinking about his kids and long-term financial goals, Charlie wanted to ensure his family’s future was secure but was unsure how to get there effectively.

This testimonial was provided by Charles Neer a current client of CCG Wealth Management LLC. No compensation was provided for this testimonial. Neer’s experience may not be indicative of all client experiences.

WHO WE ARE

Client Case Study & Podcast: Business Owner/ Founder

Kyle Whissel is a San Diego native, serial entrepreneur, and the founder of Whissel Realty Group. With 23+ years in real estate and a growing portfolio that includes traditional brokerage, a multi-level revenue stream with eXp Realty, and multifamily development projects, Kyle leads one of the fastest-growing real estate teams in the nation. His success has driven exponential increases in income—necessitating a sophisticated, proactive financial strategy to support philanthropy, family legacy, and long-term tax mitigation.

Challenges

After experiencing rapid business growth, Kyle found himself facing seven-figure tax liabilities. While his prior advisory team had supported his early-stage financial needs, their strategies were no longer sufficient for his evolving complexity. Kyle needed a coordinated, experienced team capable of implementing advanced strategies—quickly and effectively.

“The team that got you here won’t necessarily get you there.” – Kyle Whissel

Results:

Since engaging Centura in 2021, Kyle’s businesses have grown by over 100%, even while the broader real estate market contracted. His tax strategy now adapts dynamically to his income and reinvestment cycles, offering year-over-year flexibility.

“You’ve inspired me in the level of prep and delivery you bring to every meeting. Agenda, visuals, follow-up. That’s rare.” – Kyle Whissel

Addressing todays challenges and tomorrow’s opportunities

Positioned for long-term philanthropic and generational wealth goals.

The right team to meet the moment

Gained an experienced team who preps, executes, and follows up with precision.

How We Worked with Kyle

Initially referred by fellow entrepreneur Jimmy Page, Kyle engaged us to help him solve a looming tax issue at year-end. Our first step was to triage the immediate challenge, followed by building a long-term, goal-aligned strategy. Over time, we worked with Kyle to:

Implement flexible levers for tax mitigation—including charitable lead trusts (CLTs), cost segregation studies, and defined benefit plans.
Integrate philanthropy and wealth transfer into his planning, aligning strategy with Kyle’s values.
Rebuild his advisory team to include a highly coordinated CPA, estate planning attorney, and Centura as the central orchestrator.
Support his real estate development ventures by reviewing investment structures and coaching him through fundraising strategies.

“You don’t need to understand 100% of the strategy. As long as you’re comfortable with 80%, and you trust your team—that’s enough.” – Kyle Whissel

This testimonial was provided by Kyle Whissel a current client of CCG Wealth Management LLC. No compensation was provided for this testimonial. Whissel’s experience may not be indicative of all client experiences.

OUR COMMITMENT: EXPONENTIAL VALUE ADD

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COMPANY HEADQUARTERS
12255 El Camino Real, Suite 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.

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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