Company Details
Centura Wealth Advisory was started with a common vision of its founding members who have been advising clients together for over a decade. Create an independent advisory firm which goes above and beyond traditional money management to bring only the best value added solutions to clients; and not be all things to all people. Centura goes beyond a traditional multi-family office wealth management firm to offer advanced tax and estate planning solutions which traditional wealth managers often lack in expertise, knowledge, or resources to offer their clients. Centura invest heavily into technology and systems to provide clients fully transparent reporting, and tools to make informed decisions around their wealth plan. Headquartered in San Diego, California, Centura is passionate about client’s objectives and owns the fiduciary responsibility of protecting their interests. Centura strives to be the best in its chosen lines of business, not the biggest.
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Acquisition Model
Payments will be spread out over a 3-5 year period.
Mandatory Points of Alignment
Partners will be asked to centralize all back-office functions. This includes compliance, HR, billing, technology, marketing, trading, and more.
As long as clients' needs are met, partners will have total autonomy over their calendars.
Profit and Loss (P&L) statements will be centralized, giving partner's more time for client-facing activities.
Centura requires partners to adopt its client experience in order to deliver a unified firm message.
Centura has a specific practice management model it adheres to and believe delivers superior operational efficiency and maximum client support. Centura encourages all of partners to align to this unique practice management model.
Partners are required to leverage Centura's investment platform, which offers a comprehensive range of resources and tools to support their investment strategies and objectives.
Advisor Value Proposition
As a partner, you'll benefit from a range of business enhancements, including access to sophisticated tax and investment strategies, leading to enhanced earnings potential. You'll be part of a multi-disciplinary team in a planning-centric environment, supported by best-in-class technology tools to streamline your work. Partners can enjoy a collaborative, fun culture while also having a pathway to ownership within the firm.
Operating within a planning-centric environment, partners will gain access to exclusive planning tools and highly specialized capabilities, enhancing their ability to strategize and implement comprehensive financial plans.
Centura wishes to provide partners with maximum business "lift" therefore all back-office functions are centralized, enabling partners to focus on serving existing clients and maximizing revenue growth.
Centura has expertise in serving the ultra high net worth clientele, specifically with wealth transfer planning. The firm possess a unique perspective helping clients utilize alternative investment such as private equity and real estate.
Centura's client acquisition strategy leverages their unique planning capabilities in addition to their 3rd party network of professionals to provide a unique value add to our clientele. Organic growth is fueled mostly through a focus on COI networks of EPA's, tax CPA's, attorneys, valuation firms, business consultants.
At Centura, there is a dedicated internal practice management team focused on providing support to partners and advisors. This team offers assistance in various areas, including defining staff roles and responsibilities for local offices, conducting employee reviews and performance management, recommending workweek structures, and helping partners set and manage specific key performance indicators (KPIs) for their offices.
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