Elevate Your Advisory…
With Planning, Precision, and Purpose.
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Elite Advisor Collaboration Program (EACP)
The EACP is built around finding the most efficient path to deliver exponential value to UHNW clients and taking our practices to the next level together.
What’s In It For You?
Radical Transparency
We believe that our willingness to share the secret sauce will inspire others and raise the bar for everyone.
Exponential Value
Reduced Learning Curve
Avoid costly mistakes. Learn from advisors who have been in the industry for 25 years.
The NIM-CRT Presentation
Watch the full seminar presentation with Derek Myron, CFP®, Managing Director, and Roby Kotcamp, CFP®, Sr. Wealth Advisor of Centura Wealth Advisory as they go into the structure and planning required to execute an effective NIM-CRT for UHNW clients.
Join us for the Income tax Planning for UHNW Clients Webinar.
As with all of the videos on our learning center, this recording is free. The video is 50m long and covers a wide range of sophisticated tax planning strategies focused on the needs of Ultra High Net Worth Individuals and Families.
We are dedicated to providing guidance and resources for advisors. A rising tide raises all ships.
The Webinar is hosted by Derek Myron and Kyle Malmstrom
The webinar is focused on wealth advisors working with ultra high net worth clients who have wealth transfer and income tax issues. In this webinar, Kyle and Derek cover the Grantor Charitable Lead Annuity Trust structure and design in combination with a Intentionally Defective Grantor Trust (IDGT).
Income Tax & Wealth Transfer Planning for Ultra High Net Worth Clients
The G-CLAT Series for Wealth Advisors
Join us for our 3 part G-CLAT for Advisors video series.
All of the videos are free. They range in length from 19 – 30 minutes and cover a range of detailed technical walkthroughs of how to properly set up a term G-CLAT for your HNW clients. All we ask is that you sign in and share a little feedback with us at the end of each video to help us identify ways to help advisors offer their clients the kind of exceptional service we are dedicated to providing.
Each Video is Hosted by Derek Myron, CFP Managing Director of Centura Wealth Advisory
As an experienced advisor working with high net worth individuals, the complexities of tax-advantaged solutions are no stranger to you. In this video series, Derek Myron walks you through the structure of a shark-fin G-CLAT, what the best choices for investments can be for your clients, how to structure the start, middle, and end of the Grantor Charitable Lead Annuity Trust, and how to steward the process from start to finish.
Who We Are
And why we’re different.
We started Centura Wealth Advisory to offer expert tax strategies to high-net-worth families. We also started the advisory to be the kind of place we want to work.
Our company culture is one of collaboration and inclusiveness. We pride ourselves on working together and enjoying time with our team both in the office and after work.
The result of the company’s inclusive and collaborative feel is that our advisors share ideas, resources, and insights that make them and their fellow advisors better. Their clients appreciate the brain trust that is Centura Wealth and we all get a little better at what we do.
