Concentus Wealth Advisors is all about you—your needs, your goals, your dreams. The advantages of working with us make this abundantly clear:
• A family business promoting harmony for the families we serve.
Our best client relationships are with families that remind us of our own. Where mutual trust, honesty, integrity and open communication are the foundation for every success. We built this family business with the mission to help other families manage the complexity and responsibility of their wealth. We do this by delivering technical excellence, keeping our word, and always placing your needs at the heart of everything we do.
• An active process of wealth preservation.
Essential to the management of each client relationship is our firm’s detailed and thoroughly documented process. It begins with our inspiration experience, where we learn about your key values, goals for the future, and the current state of your financial life. We follow this with the development of a holistic wealth management roadmap encompassing the most important aspects of your finances: investments, financing, insurance, estate planning, family governance and philanthropic giving. Our third stage is the implementation and ongoing monitoring of the wealth management roadmap, highlighted by regular milestone meetings to gauge progress against your stated goals and to identify any necessary adjustments to overall strategy or tactical executions.
• The benefit of independent, objective advice.
As a truly independent firm, our only agenda is to serve your best interests—and as your fiduciary, we are legally bound to do so. We are product-agnostic, providing solutions that capture opportunities and minimize risk without the limits of corporate mandates or other institutional requirements.
• Fewer clients, more attention.
We purposely limit the number of clients on our roster, allowing us to focus on the needs of the families we currently serve. Any new client comes to us through a referral from an existing one, and we carefully screen prospective relationships to ensure an appropriate match for all concerned. We do not actively solicit business from new prospects.