Uncover and Unlock…
These are the first steps in our process.
Gather and Understand
Centura Wealth has developed an initial engagement process to help better understand your current situation.
Using secure aggregation, we can analyze your holdings to identify the scope of planning, and establish your baseline plan.
Experience what is like to be our client, prior to engagement. Through this process your Centura Wealth Advisor will better understand your purpose and path.