Centrus Financial Strategies

A Few Words About

Our Firm

We coach, encourage, inform and advocate to assist you in your
financial planning so you can live your BEST life imaginable.

Growth and Protection – our daily process.

Centrus Financial Strategies is a tax wise, holistic financial planning firm founded by Jude H. Wilson, CWS®, MBA, BPC™. Jude has over 25 years of tax strategy and financial planning expertise. Through our proprietary process, The GPS Wealth Navigator, Centrus provides Guidance, Planning, and Solutions in all areas of financial concern. This process encompasses investments including market risk and cash flow/debt management, insurance including healthcare, disability and long term-care, tax planning including understanding tax laws and utilizing tax wise strategies, estate planning including legal issues surrounding property and asset transfer, and legacy planning. Through a combination of strategy, technology, and expertise we create stable money management, sustained portfolio growth and provide lasting income for life so our clients achieve their financial goals while living their retirement dreams. With Centrus, it’s not just about a quantity, it’s quality of life.

10 Most Commonly Asked New Client Questions

We are a holistic financial planning firm, specializing in advanced tax planning & legacy solutions. In addition to creating your customized financial plan, we offer ongoing personalized investment management & service from our knowledgeable staff utilizing the patented Bucket Planning Best Interest process. We also provide continuing opportunities for financial life education so that you can feel empowered about the decisions you make with us.
We deliver on what we promise to clients through a well-rounded, talented team that
will analyze your assets & make recommendations to help you most effectively utilize your wealth to live your best life. We implement the Bucket Plan Best Interest Process to ensure the greatest probability of success that you achieve your financial goals. Following your initial analysis, and the implementation of your plan, our team works year-round to service & manage your accounts according to the guide set forth in your customized financial plan. Annually, we review your accounts with you to make certain you are still on the path to success. And last, in order to be successful, this is a shared journey. Paired with holding our team accountable, it is also imperative for us to hold you accountable to do your part in helping us carry out the actions required to realize your goals and dreams.

We serve clients across the United States. The clients that derive the most benefit fromour services have at least $500,000 in investible assets and are – business owners, executives, and successful professionals, seeking guidance on where to save, how much to save, and when they can retire. Additionally, we serve clients that are close to, or entering the retirement phase of their life and needing guidance on how to take income most effectively from the assets they have worked so hard to accumulate. Mostimportantly, we best serve clients that will follow through on issues we are actively working on together, are passionate about their goals, and are responsive to communications from the firm.

We all carry a similar drive of service & empowerment in order to help people to achieve success in their lives. For most of us that passion comes from our personal life experiences & the knowledge that we want to share. We have all seen examples in ourpersonal lives that remind us how important it is to have a financial coach helping you to call the right plays. Education & financial literacy are an important component of “our why”. At the end of the day, watching our clients feel empowered by knowledge in both our process as well as about the smart money choices we help them to make is a rewarding feeling.

We charge a financial planning fee for our initial financial analysis ranging from $500-$3000+. Once deciding to become a client we charge ongoing investment management fees which vary depending on the level of investment as well as the complexity associated. Those fees cover annual reviews, as well as service and maintenance of those accounts. If you need further analysis that is not related to the accounts that we manage, we charge hourly on a per need basis.

For our initial analysis, you will receive a written financial plan that shows your current financial positioning, an analysis of your financial projections, as well as our recommendations for changes to optimize your assets. If you decide to move forward with our firm to implement & manage your financial plan, our team will – execute the plan that we have mutually agreed upon, provide ongoing maintenance & service for the accounts we manage, as well as complementary annual or semi-annual reviews dependent on your level of service, to ensure that we stay on track.

We are an independent, full service financial planning firm, specializing in advanced tax planning & legacy solutions. We are not bound to work with any one investment company, and as a result we are able to shop around to find you the best solutions available on the market. Along with being independent, we are a holistic planning firm, meaning that we look at all aspects of your financial life. We will work with your estate planning & tax team to ensure everyone is on the same page and that your wishes are fulfilled. We are not just “account collectors”, or “investment advisors”, we pride ourselves in the fact that we look at your entire financial life, considering all of your unique wishes & desires and then help to position you to execute on those plans. BUT,let’s not get ahead of ourselves… At this stage, it’s not about whether we do business together or not. Our process is focused on establishing whether there will be a good fit in working together. If we both agree that there is… then great. If not… our process is designed to give you clarity about your situation. So, if there’s not a fit, we will have added-that value for you.

If we decide to move forward together, the first step in our process is Discovery. During this step we will learn a little bit about your financial experiences, the tools you have to achieve your financial goals, and we will share more detail about the way we execute on our process & the fundamentals of that process. During our next step, Goals & Plan Design – we will uncover the details about what you would like to accomplish with your assets & the needs you have going forward so that we can develop a plan specifically tailored to meet those goals. Depending on the complexity of your situation, this step may require additional follow-up meetings to work on customizing the details of your financial plan together. The 3rd step in our process is Plan Delivery. During this step, we will deliver your customized financial plan with proposals for the recommended changes we would make, should you decide to become an ongoing client. Lastly, the 4th step in our process is Implementation & Ongoing Service. After deciding to become a client, our team will do the heavy lifting to implement our recommendations and then provide ongoing dedicated service & support. Going forward, we will give you the opportunity to have annual or semi-annual reviews dependent on your service level, to be certain that your concerns &/or priorities haven’t changed and that we are still on the road to success. are an independent, full service financial planning firm, specializing in advanced tax planning & legacy solutions. We are not bound to work with any one investment company, and as a result we are able to shop around to find you the best solutions available on the market. Along with being independent, we are a holistic planning firm, meaning that we look at all aspects of your financial life. We will work with your estate planning & tax team to ensure everyone is on the same page and that your wishes are fulfilled. We are not just “account collectors”, or “investment advisors”, we pride ourselves in the fact that we look at your entire financial life, considering all of your unique wishes & desires and then help to position you to execute on those plans. BUT,let’s not get ahead of ourselves… At this stage, it’s not about whether we do business together or not. Our process is focused on establishing whether there will be a good fit in working together. If we both agree that there is… then great. If not… our process is designed to give you clarity about your situation. So, if there’s not a fit, we will have added-that value for you.

If you came by referral, you came to us from someone that we already know we work well with. With that said, we are looking for clients that have open communication, are responsive to inquiries & requests made by our team, are committed to their financial goals, and have a desire to live their best life!

Centrus FS was built on a sturdy foundation of honesty, talent, keeping our clients’ bestinterest our north star, data-driven strategy, and commitment to helping others. The“CEN”of our name emphasizes our mission to always put our clients at the CENTER of everything we do. The “TRUS” comes from the TRUST our clients placeinusto always do what is best for them. We have a well-rounded team that has passed several layers of background security checks, to ensure that on a basic level, our team has met and exceeded all industry and regulatory standards. On a firm level, trust & open communication is of the utmost importance. We hold our team to a much higher standard than the industry requires and have chosen our team based on individual characteristics and personality that embody trust & have an eye for details. Please feel free to do a quick search to verify our records: Link to look up advisor on FINRA Broker Check Link to SEC Actions Lookup

Chief Wealth Strategist

Jude H. Wilson, CWS®, MBA

Chief Wealth Strategist at Centrus Financial Strategies, Jude has over 24 years of retirement planning experience. Jude earned his bachelor’s degrees in marketing and finance from Florida State University, an MBA from the Rollins College Crummer School of Business and holds his Series 7, 63 and 65 licenses. He is also a Certified Wealth Strategist, CWS®, a Registered Representative with JW Cole and is certified in The Bucket Plan asset positioning philosophy.

Operations Manager

Lauren Perry

Lauren serves as operations manager where she is an integral part of the day-to-day  operations. Lauren works tirelessly to make sure clients are satisfied and understands the  firm’s extensive financial planning process. Originally from New Orleans, she attended the  University of New Orleans and was privileged to work with Chef Emeril Lagasse for many  years. Lauren also serves as a volunteer Bible educator.

Certified Financial Planner

Vikki Weaver, CFP®

Vikki coordinates with the team to create and maintain client’s financial plans. Vikki  graduated from the University of Georgia’s Family Financial Planning program with a  Bachelor of Science in Family and Consumer Sciences. She then went on to earn her  CFP® designation and has been working in the financial services industry for the past 7  years. She is a native Floridian from the Ft. Lauderdale area and now resides in Ocala,  FL. In her spare time, Vikki enjoys gardening and home improvement projects with her  husband and son.

Client Service Associate

J.P. Launay

J.P. assists the advisors in financial planning while managing account related services  for clients. J.P. graduated from ELON University in North Carolina with a Bachelor  of Economics with honors, has earned his series 7 & Insurance licenses and is a  Registered Representative of JW Cole Financial, Inc.

Client Service Associate

Becky Pollock

Becky manages new business and account related services for clients. Becky’s  goal has always been to build strong, long term relationships in her  professional life. She believes customer service is an essential part of any  business and uses this philosophy to constantly improve our process thereby  ensuring that the services provided by Wilson Group Financial not only meets  but exceeds our client’s expectations. Becky has earned her License 0215 – Life INCL Var Annuity & Health.

Associate Advisor

Jeff Keil, BPC™

Jeff assists Jude and the Financial Planning Team with creating and managing  plans for clients while also handling client account related services. Graduate of  Bentley University in Boston, Massachusetts with his bachelor’s degree in Economics  and Finance. Jeff has earned his Securities Industry Essentials (SIE), Series 7, Bucket Plan Certified and  is currently working toward his Certified Financial Planner designation.

Client Service Associate

Martha Grimshaw-Killian

Martha assists Jude and the Financial Planning Team with managing the financial planning process while building, developing, and maintaining client relationships with the goal of helping clients achieve personal and financial success. Martha also handles client account related services. She has over 25 years of experience in the financial services industry and holds her series 7, 63 and 66 security licenses as well as Life, Health and Variable Annuity insurance licenses. Martha graduated from Indiana University of Pennsylvania with a Bachelor of Science in Communications. Martha is a Registered Representative with JW Cole Financial. She lives in Bradenton with her husband Steven and her three dogs.

Director of Client Services and Marketing

Samantha “Sam” F. Wilson, MBA

Sam is the Director of Client Services and Marketing for Wilson Group  Financial and Mott & Associates with more than 10 years of experience. Sam  received her Bachelor of Science in Sociology from Florida State University  and earned her MBA from the Crummer School of Business at Rollins  College.

Administrative Assistant

Jennifer Angelo

Jennifer’s steadfast pursuit of excellence in creating and maintaining client  relationships is essential in growing our firm. Through the implementation of  various marketing strategies, Jennifer seeks to introduce new clients to our  holistic approach to financial planning. With several years in the financial  services industry, she strives to ensure the highest standards of compliance are  met. Jennifer graduated from Penn State University with a Bachelor in Art  History and lives in the Bradenton area.

CONSULTANT

J. Michael Mott

Bradenton native and Mott & Associates founder J. Michael “Mike” Mott has over 40 years of accounting, tax, and financial planning experience. Mike is a graduate of Georgia State University with a major in accounting. He began his professional career in 1972 in the Orlando area, returned to Bradenton in 1976 and opened the firm’s doors in 1982. Since merging with Jude Wilson of Wilson Group Financial in 2018, and later rebranding the firms as Centrus Financial Strategies, Mike has continued with Centrus as a consultant.

CONSULTANT

Barbara A. Mott, CFP®, EA

Licensed to practice as an Enrolled Agent before the IRS and a former  tax course instructor, Barbara has 40 years of tax preparation and  planning experience. Barbara holds the CFP® designation and works as a consultant with Centrus Financial Strategies.

352

Projects Completed

120+

Happy Customers

12

Awards Received

15

Years In Service

Our Team

Meet Our Team

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Sam Smith

Lead Interior Designer

Diane Banks

Interior Decorator

Mike Straut

Interior Designer