CenTrust Wealth Management, Inc.

06/02/2026

June is National Homeownership Month—a time to recognize what homeownership means to millions of Americans.

It's more than a roof and four walls. For many families, it's where milestones happen. First steps, first dinners around your own table, the feeling of pulling into a driveway that's yours.

According to a 2025 Coldwell Banker survey, 85% of Americans still consider owning a home a key part of the American Dream.

That says something.

Whether you've owned for decades or you're still working toward it, this month is about honoring that aspiration and the meaning behind it. 🏡

Are you looking for a Financial Advisor or Financial Planner to work with? Email [email protected] or call our office at 330-873-1100 to schedule your complimentary initial meeting today!



Sources:
ColdwellBanker.com, November 10, 2025
Realtor.com, December 29, 2025

05/28/2026

Assets are transferred on paper. But what about financial values? Those are passed down through conversations, modeled examples, and lived experiences.

Are you looking for a Financial Advisor or Financial Planner to work with? Email [email protected] or call our office at 330-873-1100 to schedule your complimentary initial meeting today!

Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

05/27/2026

Financial literacy can be taught at any stage, in age-appropriate ways.

Early, intentional education helps keep wealth and decisions aligned as responsibilities and opportunities grow.

Ask your financial professional to help you develop a plan.

Are you looking for a Financial Advisor or Financial Planner to work with? Email [email protected] or call our office at 330-873-1100 to schedule your complimentary initial meeting today!

05/25/2026

With deepest gratitude, we honor our fallen heroes who made the ultimate sacrifice for our freedom.

05/21/2026

Wealth alone doesn’t ensure continuity.

Families focused on education and structure are better prepared for long-term stewardship.

Looking for a Financial Advisor or Financial Planner to work with? Email [email protected] or call our office at 330-873-1100 to schedule your complementary initial meeting today!

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

05/20/2026

Financial lessons are rarely just about dollars and cents. They’re also about patience, responsibility, and values.

When families talk openly about money and connect financial choices to what matters most, kids learn skills that go far beyond basic budgeting and balancing.

Are you looking for a Financial Advisor or Financial Planner to work with? Email [email protected] or call our office at 330-873-1100 to schedule your complimentary initial meeting today!

05/18/2026

Retirement planning is largely focused on income and investments, but it’s also about communication.

Talking with family ahead of transitions can reduce uncertainty, set expectations, and help loved ones understand the decisions you’ve made and why.

Looking for a Financial Advisor or Financial Planner to work with? Email [email protected] or call our office at 330-873-1100 to schedule your complementary initial meeting today!

05/16/2026

Thank you to all who have served our country. We honor and appreciate you today and every day.

05/14/2026

Estate plans handle structure.
Values provide direction.

When families understand the purpose behind wealth, they’re better prepared to make thoughtful decisions when circumstances change. Retirement is often an important time to align both.

Looking for a Financial Advisor or Financial Planner to work with? Email [email protected] or call our office at 330-873-1100 to schedule your complementary initial meeting today!

05/13/2026

Simple conversations, modeling healthy behaviors, and hands-on experiences can help children develop healthy financial habits for life.

Are you looking for a Financial Advisor or Financial Planner to work with? Email [email protected] or call our office at 330-873-1100 to schedule your complimentary initial meeting today!