Live Life Liberated Jonathan Freeman

Alternative investments may offer significant opportunities for superior risk-adjusted returns and portfolio diversification. Yet, many investors find their portfolios thin of these investments. In this episode, Centura Wealth Advisory’s Chief Investment Officer, Chris Osmond, CFA, CAIA®, CFP®, talks about the world of alternative investments and their critical role in a high-net-worth portfolio. Tune in and … Read More Read More

Some states (like California, New Jersey, and New York) charge significant capital gains taxes.  However, there are 8 states that have zero capital gains tax! This disparity creates some tax planning opportunities for people living in highly taxed states. Tune in to Derek Myron’s conversation with Adam Buchwalter, Partner at Wilson Elser, about effective tax-saving … Read More Read More

Are you ready to dive into the world of proactive and comprehensive wealth management designed to help ultra-high-net-worth individuals achieve exponential results? In this episode, Sean Clark speaks with Derek Myron, founder, CEO, and managing director of Centura Wealth Advisory (Centura), about the innovative Liberated Wealth® process. Discover the five-step journey Centura’s clients embark on, … Read More Read More

Business owners with a lot of surplus cash flow often want to put it away in a qualified plan and defer taxes. The problem is that they might feel restricted by the contribution limits. However, there is a way to set up a qualified plan and potentially contribute millions of dollars. To learn more about … Read More Read More

Life insurance is often only viewed as a way to get a death benefit. But if you look beyond its conventional definition, you’ll see how life insurance has several use cases in tax planning, wealth transfer, and as an alternative investment! Join Centura Wealth Advisory’s Sean Clark, Wealth Advisor, and Christopher Hyman, Director of Insurance … Read More Read More

In 2017, the Tax Cuts and Jobs Act (TCJA) introduced some significant changes to tax laws, both on the income and estate side. Now, as we approach its expiration on December 31st, 2025, it is important to plan for the looming tax changes! Join our senior wealth advisors Matt Griffith, CFP®, and Roby Kotcamp, CFP®, … Read More Read More