
Centura Wealth Advisory
Centura Wealth Advisory is a San Diego-based financial advisory firm specializing in sophisticated tax planning and wealth management solutions for high-net-worth individuals and families. Established in 2018, the firm is committed to delivering “exponential value” by ensuring that the tax savings and financial benefits clients receive significantly outweigh the fees charged. If Centura cannot identify substantial value for a prospective client, they choose not to proceed with the engagement.
Centura’s clientele includes business owners, executives, and entrepreneurs facing complex financial scenarios such as business exits, concentrated stock holdings, or significant tax liabilities. For instance, they assist business owners preparing for exit strategies by implementing tax-efficient plans to minimize liabilities during substantial sales. Executives with high W-2 incomes benefit from Centura’s ability to uncover overlooked tax-saving opportunities, even when traditional advisors have deemed further savings unattainable.
The firm’s approach is deeply collaborative, integrating a network of trusted professionals—including CPAs, attorneys, and investment advisors—to provide cohesive and comprehensive financial strategies. This ecosystem ensures that all aspects of a client’s financial life are aligned and optimized.
Centura’s internal culture emphasizes integrity, transparency, and a commitment to the client’s purpose. Their proprietary “Liberated Wealth” process aims to alleviate clients’ financial burdens, allowing them to focus on personal goals and philanthropic endeavors. By tailoring strategies to each client’s unique situation, Centura empowers individuals to achieve financial clarity and long-term success.