Wealth Planning Expert Erik Strid Publishes Book Addressing How Popular Culture and “Common Wisdom” are Derailing Your Investment Plan
Philadelphia, PA – April 9, 2018 – Concentus Wealth Advisors today announced the launch of CEO Erik Strid’s new book entitled Clarity: How Popular Culture is Misleading You About Successful Wealth Planning and What to Do About It.
The book explores how the financial media and popular culture can confuse the critical truths surrounding personal wealth planning and investing and distract many people from the real issues that will impact their long-term financial success. As a result, many Americans neglect the wealth planning process and miss out on the opportunity to achieve financial peace of mind.
Paul Strid writes Day 17 post for Financial Planning Magazine’s series 30 Days: On How Technology Is Changing Your Practice…
When is a wealth management firm not a wealth management firm?
When it is a technology firm in disguise. I say that tongue in cheek, but there is an element of truth. Read More…
Last year, Zeke the Elf (and cousin of one of our founders, Gerald ‘Zeke’ Strid) recorded a Christmas message for us.
This year we were honored that the big man himself, Zeke-a Claus, paid our office a visit and made a special video for all our clients, friends and family.
Merry Christmas and Happy Holidays,
The Concentus Team
For the second year in a row, Concentus Wealth Advisors is pleased to announce it has been named to the 2017 Financial Times 300 Top Registered Investment Advisers, as of June 17, 2017. The list recognizes top independent RIA firms from across the U.S.
Alice & Bob both turned 64 in the last year and did not have retirement medical plans from their prior employers. During a recent review meeting with them, they had three questions on their mind about their Medicare benefit elections:
A valued client’s father recently passed away from a terminal illness and had left all the financial matters to be sorted out by his later aged widow, ‘Jane’. Our client, ‘Mary’, had recommended that her mother utilize our comprehensive services and receive guidance from a trusted source to help with the estate settlement and streamline her financial affairs.
After building a thriving and valuable business over a forty year career, John came to us in his mid-sixties with the unique quandary of how to best transition the business to his adult son. John had two main concerns:
Zeke the Elf (and cousin of one of our founders, Gerald ‘Zeke’ Strid) took a moment out of his busy holiday schedule to record a very special Christmas message for you…
Writing for the Wall Street Journal, Norb Vonnegut profiles Gerald “Zeke” Strid, co-founder and patriarch of Concentus Wealth Advisors.
The promise of control & flexibility lured wirehouse veteran Gerald Strid to launch his own shop in 2014
In 2014, Gerald Strid co-founded Concentus Wealth Advisors with his sons and, like so many others, became a breakaway.
Yet unlike so many others, Mr. Strid made the move at the age of 70. He is now in his 48th year as a wealth manager, and his King of Prussia, Pa., firm manages $420 million in assets.