The Main Line Strids set the stage for a succession plan and a new round of growth from a King of Prussia perch – RIABiz
KING OF PRUSSIA, PA – February 19th, 2014 – Erik Strid, Principal, Concentus Wealth Advisors welcomes you to the new firm.
Multi-Generational Strid Family Has Deep Ties To Community
NEW YORK, NY – February 20th, 2014 – Dynasty Financial Partners today announced its partnership with Concentus Wealth Advisors, the most recent independent investment advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of integrated wealth management services and technology. The team is joining from Wells Fargo Advisors and was formerly known as Strid Wealth Management Group.
The Concentus Wealth Advisors team consists of the following financial professionals all joining from Well Fargo Advisors:
“Concentus Wealth Advisors was built around our desire to deliver independent, integrated and comprehensive wealth management advice and planning solutions to the families we serve. Our clients are notable for their expertise at creating and accumulating wealth. They’re dedicated to building businesses, raising families, shaping communities and creating lasting, meaningful legacies,” said Erik Strid, Principal of Concentus Wealth Advisors. “We built this family business with the mission to help these families manage the complexity and responsibility of their wealth. We are looking forward to significantly growing our business as an independent RIA.”
The company will access Dynasty’s groundbreaking investment platform, which integrates industry-leading proprietary research from Wilshire Associates and Callan Associates and Envestnet’s state-of-the-art portfolio tools and reporting technology. Charles Schwab will provide clearing and custody services.
“The Concentus Wealth Advisors team consists of extraordinary investment advisors who have built a remarkably successful family-based business with a deep connection to their community. With their newly launched firm, we expect they will have even greater success,” said Shirl Penney, President and CEO of Dynasty Financial Partners. “Dynasty is excited to partner with Erik and Paul Strid and their team, and we are proud to add them to our Network of truly independent advisors.”
Time is truly the most valuable and limited resource we all possess on earth, and we all have a choice about how we will spend the time we are allotted. If we choose wisely, we will be rewarded with a happy and fulfilling life, but if we waste this resource, we will miss an enormous opportunity to live well. Download PDF
Gratitude is an important skill for families of wealth, because it is the key to the recognition of and enjoyment of the wealth you possess and blessings you enjoy. Families who are able to master the skill of Gratitude tend to be happier and enjoy a better quality of life, and also to extend their success and legacy over many generations. Download PDF