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Welcome to the Advisor Resource Hub of Centura Wealth
Designed for advisors dedicated to serving UHNW clients, the advisor resource site is here to share innovative tax-saving strategies and valuable collaboration opportunities to tackle the challenges of serving UHNW clients.
Meet Greg Gottlieb, one of our advisor collaborators
With over 35 years of experience in the industry, Greg has primarily focused on serving small to mid-market clients, offering comprehensive financial planning, cash flow analysis, and retirement plan projections. However, he felt the need to expand his practice and cater to the needs of ultra-high-net-worth clients. That’s where Centura Wealth Advisory came into play.
Through our collaboration, Greg was able to access advanced tax planning resources and strategies for both income and wealth transfer tax planning, allowing him to better serve his high-net-worth clientele. He also highlighted the unique aspect of Centura’s willingness to share information and collaborate on joint work, which sets them apart from other wealth advisory firms.
