Wealth offers your family many privileges. It can also present many challenges. At Concentus Wealth Advisors, we strive to provide independent, integrated and comprehensive wealth management advice and planning solutions to preserve and cultivate your family’s most important asset: harmony.
We have more than four decades of experience helping families achieve their financial goals, from the simple to the complex. But we believe our contribution to your life reaches beyond implementing a financial plan or accumulating assets. It includes ideals like harmony, confidence and clarity.
We understand that you aspire to something more. You build plans based on your values, as well as your goals. You know what you want from your assets because you know what you want from your life. The challenge is to bring clarity to all of it. That’s where we come in.
We are an independent, boutique wealth management firm. Our independent status gives us the freedom to help you pursue your goals with complete objectivity and transparency, free from the limitations of policies, procedures and mandates found at large firms.
Our open architecture provides you with unfettered access to truly objective advice and, in our opinion, some of the financial world’s very best products and services—all tailored to your specific requests and risk tolerances.