Paul Strid writes Day 17 post for Financial Planning Magazine’s series 30 Days: On How Technology Is Changing Your Practice…
Tech is changing the industry — don’t get left behind
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…
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.
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.
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.
Concentus Wealth Advisors is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S.
PHILADELPHIA, PA – October 8th, 2015 – SmartCEO celebrated 31 of Philadelphia’s top financial advisors and bankers at the 2015 Money Manager Awards.
KING OF PRUSSIA, PA – June 8th, 2015 – Concentus Wealth Advisors opens registration for their 3-part web series with Dr. Richard Orlando: Raising Money Smart Kids
KING OF PRUSSIA, PA – June 4th, 2015 – Erik Strid interviews Dr. Richard Orlando, Ph.D., author and founder of Legacy Capitals LLC, about Family Wealth and the successful development of children & families
KING OF PRUSSIA, PA – May 11th, 2015 – Concentus Wealth Advisors is pleased to announce the formation of a new joint venture with Dr. Richard Orlando Ph.D., and his firm Legacy Capitals LLC.
November 25th, 2014
Financial-Planning.com publishes Erik Strid’s article, ‘Charitable Planning…How to Involve the Whole Family’.