Centrus Financial Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$109,506,979
Clients
189
Advisors
3
across 2 offices
About
Centrus Financial Strategies is an SEC‑registered investment adviser that provides discretionary investment management, financial planning, consulting, third‑party manager services, and retirement plan advisory services to individuals, high‑net‑worth families, and plan sponsors. The firm generally requires a $500,000 household minimum and delivers services through separately managed accounts held with independent custodians.
The firm’s investment process emphasizes strategic and tactical asset allocation, long‑term holdings, model‑manager and quantitative analysis, and may include equities, fixed income, mutual funds, ETFs, and cash positions, as well as legacy‑position management when appropriate. Centrus uses third‑party platforms and vendors — including eMoney for reporting, Orion for portfolio administration, and a TAMP arrangement with Triad Wealth Partners — and may engage independent third‑party managers to implement strategies.
Distinctive features disclosed in the brochure include advisers who, in their individual capacities, act as licensed insurance agents and may receive commission compensation for insurance products, and the firm’s participation in custodial and TAMP programs that provide marketing, reporting, and practice‑management services as part of its service model. The brochure also notes the firm presents impersonal seminars and that it completed SEC registration in 2025 after operating since 2009, which together reflect an advisory practice that combines traditional portfolio management with third‑party platform support and insurance distribution activity.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $3,000 to $15,000
Up to $500 per hour for financial planning; $500 per hour for consulting services
Account minimum: $500,000 Fee-only: Financial planning fixed fees $3,000 to $15,000; hourly fees up to $500/hour; consulting services hourly fee $500/hour
Main office
See office121 S. Orange Ave North Tower, Suite 1500
Orlando FL 32801
Advisors at this office
2
Offices (2)
Most active in
Florida · Georgia · New Hampshire · New York · North Carolina · Texas
Also doing business as
Centrus Financial Strategies · Wilson Group Financial Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Victoria W
CFP®
Orlando, FL
Centrus Financial Strategies
Victoria Weaver is a CFP® professional with seven years of experience at Centrus Financial Strategies in Orlando, FL. She has been with the firm since 2019, following a four-year maternity leave. Centrus Financial Strategies is an SEC-registered investment adviser serving individuals, high-net-worth families, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services with an emphasis on strategic and tactical asset allocation using a variety of investment vehicles and third-party platforms.
Marco A
Series 63, Series 65
Sarasota, FL
Centrus Financial Strategies
Marco Anastasi is a financial advisor at Centrus Financial Strategies in Sarasota, FL. He holds Series 63 and Series 65 licenses and has been with Centrus since 2025. His prior experience includes roles at OSAIC and SagePoint Financial, Inc., and he has worked in educational settings such as the University of Tampa and South Windsor High School. Centrus Financial Strategies is an SEC-registered investment adviser serving individuals, high-net-worth families, and plan sponsors. The firm offers discretionary investment management, financial planning, and consulting services, emphasizing strategic and tactical asset allocation through separately managed accounts and third-party platforms.
Jude W
Series 63, Series 65
Orlando, FL
Centrus Financial Strategies
Jude Wilson is a financial advisor with Centrus Financial Strategies in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Prosperity Capital Advisors and J.W. Cole Advisors, INC. He serves on the board of Goodwill Industries of Central Florida and is the director and content creator of a tax education website, thetaxbomb.com. Centrus Financial Strategies is an SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth families, and plan sponsors. The firm emphasizes strategic and tactical asset allocation and utilizes third-party platforms and independent managers to deliver its services.
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