Be secure in your financial journey
Overcome Uncertainty
See the Path Clearly
Reach the Possibilities
Your financial path is full of complicated choices. It’s easy to get lost.
The result? Overwhelm and indecision keep you from making the right decisions at the right time.
Let a financial advisor with a roadmap to financial security be your calming guide.
With a thorough financial plan and a clear strategy for implementation, you have the potential to reach financial opportunities you never imagined possible.
There are enough variables out there that can hinder your financial success, don’t limit your own potential by not taking action TODAY!
Financial Opportunities Are There if You Know Where to Look.
Imagine what it would feel like if your money supported your life so you could live it – without worry or uncertainty. At Centrus, we have the seasoned financial professionals with over 80 years of combined experience who can give you the guidance to help you take control of your money.
Wealth Growth & Preservation
Work to Minimize Taxes
Income Strategy
No matter your goals, we want to help you align your assets to achieve them. Chances are, you have enough money to make your dreams a reality. Without a team to help you apply the proper strategies to transition from required work to your next chapter, a secure future where your time is your own will be much more challenging to attain.
Long-Term Health and Well-Being
You’ve worked hard, saved hard, and deserve to live your life without uncertainty or confusion.
You just need the right guidance to show you the way.
At Centrus, we know you want to enjoy your lifestyle and preserve your wealth. We have partnered with hundreds of clients and have over 80 years of combined experience elevating clients to their desired financial reality. As Certified Wealth Strategists and Certified Financial Planners, we have the training and experience to meet all our clients financial needs.
Are You a HENRY?
The term “HENRY” was coined in a 2003 Fortune Magazine article to refer to a “segment of families earning between $250,000 and $500,000 but not having much left after taxes, schooling, housing, and family costs—not to mention saving for an affluent retirement.”
Starting the journey with Centrus is simple.
step 1. Get Started
Book your first meeting and discover what is possible in your financial life.
step 2. Get Focused
Start moving confidently in the direction of your financial success. With the right strategy and team in place, you can do anything.
step 3. Get Living
Enjoy life on your terms with control and confidence in your financial life like you’ve never known before.
Financial Advisor Services that Put You in Charge of Your Life.
plan and tax-wise strategy to investment management, we provide a full range of services to equip
you for success in your financial life.
Financial Planning
Tax Strategies
Income Planning
Insurance Review
Investment Management
College Education Planning
Retirement Planning
Estate Planning Review
Retirement is approaching. Do you know where you are on the journey?
Whether you are ten years out, three years away, or currently enjoying retirement, there are smart options to make those years even more fulfilling.
Want to know more about how to prepare for retirement? Download our complimentary Centrus Retirement Checklist that fits your situation and calculate your retirement tax risk with our tax bill calculator.
Planning to Retire (Someday) 10+ years Away
Newly Retired Relax...you've earned it.
Ready to Retire 1-3 Years Away
It’s time to review and implement your retirement plan.
Retirement Tax Calculator
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About Centrus Financial Advisors and Strategies
Centrus Financial Strategies, a holistic, tax-savvy financial planning firm founded by Jude H. Wilson, provides guidance and solutions for all facets of your financial concerns. The company's proprietary process - The Centrus Wealth Compass - focuses on investment management, tax strategy, risk tolerance analysis, cash flow/debt management, and insurance needs analysis, including life, disability, and long-term care coverage.
In addition, Centrus offers tax planning, estate planning, property, and asset review, and legacy planning. With Centrus, you won't just be investing in quantity, you'll be investing in the quality of your life.
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Our core focus at Centrus is to create clarity and peace of mind so that you can live your life with confidence.
Jude H. Wilson, CWS®, MBA, BPC™
Chief Wealth Strategist, Centrus Financial Strategies