Navigating Medicare & Supplemental Plans

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Client Profile: The Retiree

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:

  • “When should we be electing our Medicare benefit?”
  • “What should we be considering when electing our Medicare benefit at age sixty-five?
  • “What supplement medical plans best complement our future Medicare election?”

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The Loss of a Loved One

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Client Profile: The Widow

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.
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Wall Street Journal profiles Gerald Strid: Why One Wall Street Broker Declared His Independence

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Writing for the Wall Street Journal, Norb Vonnegut profiles Gerald “Zeke” Strid, co-founder and patriarch of Concentus Wealth Advisors.

Why One Wall Street Broker Declared His Independence

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.

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Nathan Hayward receives the Young Alumni Golden Disc Award for Distinguished Achievement from Arcadia University

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KING OF PRUSSIA, PA – July 25th, 2016

Nathan Hayward received the Young Alumni Golden Disc Award for Distinguished Achievement from Arcadia University. The award is presented to graduates of the last decade in recognition of outstanding professional achievement that enhances the prestige of the University.
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