wealth management

full service financial support

This offers you a whole new realm of financial control and clarity, giving you the tools to lead and scale your business effortlessly. With our expert team by your side, we handle every aspect of your financial management, freeing you from the burden and allowing you to focus on leading your business with unwavering clarity and authority.

For the visionary female founder who's not just running a business, but building a legacy. 

wealth management & strategy

We immerse ourselves in the intricacies of your business acting as your in-house financial advisors. With unwavering dedication, we work to optimize and enhance every aspect of your company.

This package is specifically tailored for the leaders who are ready to delegate their personal and business financial duties to trusted experts. Expect to have your assets, debt. and wealth managed around the clock. With our dedicated support, you can confidently take a load off, knowing that your financial matters are in the hands of seasoned professionals. 

the centure effect

increased profits

CONFIDENCE

financial clarity

high figures

strategic management

There's a distinct confidence that arises when your finances are in tip-top shape. By managing your accounting and finance department, we provide you with the unwavering confidence to make strategic decisions, ensuring your business moves forward on a path of financial strength and clarity.

confidence

THE CENTURE EFFECT

INCREASED PROFITS

CONFIDENCE

FINANCIAL CLARITY

HIGH FIGURES

STRATEGIC MANAGEMENT

Experience crystal-clear financial clarity, with our customized, easy to understand financial reports. We don't just throw numbers at you, we provide clear, straightforward data, ensuring you always have a firm grasp of your financial standings.

FINANCIAL CLARITY

THE CENTURE EFFECT

INCREASED PROFITS

CONFIDENCE

FINANCIAL CLARITY

HIGH FIGURES

STRATEGIC MANAGEMENT

Together, we work to not only increase your revenue but also elevate the figures your business generates. Our full-service management and strategic approach mean we're constantly involved in your business, actively nurturing and guiding your finances.

HIGH FIGURES

THE CENTURE EFFECT

INCREASED PROFITS

CONFIDENCE

FINANCIAL CLARITY

HIGH FIGURES

STRATEGIC MANAGEMENT

It's not just about the revenue you generate, but also the profits you retain. Our focus extends beyond boosting your income; we improve your profitability, ensuring your business achieves long-term financial sustainability.

INCREASED PROFITS

THE CENTURE EFFECT

INCREASED PROFITS

CONFIDENCE

FINANCIAL CLARITY

HIGH FIGURES

STRATEGIC MANAGEMENT

We do more than just oversee the numbers; we take an active role in strategically managing your finances, freeing you from the complexities. Enjoy peace of mind as we expertly handle and enhance your financial systems, processes, and functions.

STRATEGIC MANAGEMENT

the details

WHO THIS IS FOR

For the savvy founder + investor whose portfolio is not just growing—it's thriving. This is for the trailblazers seeking nothing less than top-tier, white-glove wealth management to guard their multiple 7-figure empires.

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the details

THE VALUE

Expect a collaboration centered around wealth expansion. We deliver sophisticated strategies, manage your portfolio, and assess risks so you don't have to. At your service, we make finance simple by providing detailed reports, industry insights, and our expert recommendations on how to leverage, preserve and multiply your earnings. It's not just about growing your revenue, it’s about building the wealth that’s here for generations to come.

By working with us, clients have been able to save $50k+, purchase multiple real estate properties, invest in cryptocurrency and other digital assets, and acquire gold. Our mission is to guide you on preserving your earnings and maintaining your wealth, long-term.

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the details

INVESTMENT

  • 12-month commitment
  • Pricing depends on level of complexity + assets under management. This service is reserved exclusively for those with a net-worth of $3M+

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the details

DELIVERABLES

Investment Portfolio Mngt
Risk Analysis + Assessment
Estate + Retirement Planning
Philanthropy + Legacy Planning
Quarterly Review w/ your Tax Strategist + Investment Advisor
Detailed Quarterly Reports
Routine Finance Meetings
Business Concierge Services
ADD ON: Capital Raising, Asset Acquisitions, Investment Sourcing

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These are base deliverables. Each package will be tailored to your specific needs.

AVG PORTFOLIO YEARLY GROWTH RATE

26%

$2m

TOTAL DONATED YTD FOR impactful causes

$9m+

MANAGED MONTHLY

The business world has fundamentally shifted. Companies today are moving beyond large office spaces, conference rooms, and huge teams. Instead they're focusing on efficient tech stacks, AI-powered systems, and lean, dynamic teams. You need financial strategists who not only understand this shift but are also leading it. Say goodbye to outdated firms still providing cookie cutter strategies and their slow response times. Choose to partner with a team that places innovation and adaptability at the core of everything they do.

We're a boutique-style firm where client relationships take precedence over revenue. Our approach isn't about expanding our client roster; it's about ensuring you never feel like just another number. Unlike other financial firms juggling hundreds of clients, our financiers manage only a select few at a time. This guarantees you receive our utmost attention and personalized service.

let's build a 7 and 8-figure CONGLOMERATE, togeter

the landscape of business has evoled, so should you

they will treat you like another number, we won't

Whether you’re looking to 10x your net worth, sell your business for a fortune, or take over the global market, we’re the strategist behind the execution. Our clients don’t just hit their targets; they exceed them.

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why centure

full service management

You get comprehensive management of your finances, ensuring every dollar is strategically allocated for maximum efficiency and growth. You can trust us to handle your financial complexities, leaving you free to focus on the bigger picture of your business.

results

You'll receive financial reports that are clear, concise, and easy to understand. We believe in demystifying financial data, ensuring you have the insights needed to make informed business decisions without the jargon.

reports you actually understand

saving mulitiple 5-figures, building out team & increasing revenue

Bree approached us with two clear goals: boosting her revenue and increasing her savings. Our initial step was to bring financial structure to her business. By combining psychological insights with analytical research, we were able to generate consistent her sales and achieved financial stability. Next, we enhanced her operational processes and systems, setting the stage for scalable growth. This strategic approach led to a seamless increase in her revenue.

To further enhance her profit margins, we crafted and implemented a pricing strategy that maximized earnings retention. This move, coupled with increasing profit margins and rising revenue, enabled us to open an additional location. As a result, Bree's business grew by over 115% in just one year and she was able to save her multiple five-figures. Beyond the financial success, the most rewarding achievement was seeing Bree able to enjoy a three-month maternity leave while her business continued to hit new income records. Today, with substantial savings, Bree's primary focus is on developing an investment strategy that will benefit her family for generations.
"So grateful I hired Shay and her team to help with our financials. She has helped strategize, budget, helps with payroll and so much more. I truly believes my business runs 10x smoother thanks to her help! Centure Financial truly delivers above and beyond!!!" Bree T.

Client case study

apply to work with us

To begin our potential partnership, please complete our Client Application. This form allows us to gain insight into your business, its challenges, and your goals. Should we have availability, you’ll be invited to an Introduction Interview.

Submit Application: 

what happens next

01

In this Introductory Interview, we focus on pinpointing the service that best suits you and your business. Our goal is to understand your challenges on a deeper level and assess our firm's ability to help. If our values align and we believe we can deliver results, we begin the onboarding phase.

Introduction Interview:

02

Our onboarding begins with a comprehensive business assessment and gathering the necessary documentation needed to create a financial strategy that's custom-fit for you. Once we have all the needed information, we're ready to provide you with exceptional financial service.

Onboarding Phase:

03