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We’re here to help you achieve your long-awaited dreams – and financial security and prosperity.

Using our model, “The Triangulation of Advice,” we’ll work with you to execute a plan that aligns with your values, goals, and financial situation. And we’ll help you stick to that plan in the face of emotional and distracting events.

Delegate The Day-To-Day
Management Of Your Wealth

Integrity
Drives Every Action We Take

Our clients trust us because of who we are and what we deliver through our people, perspective, and process.
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Planning is Power

We help you create a written plan that allows you to capitalize over the long term.
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The 10 Pillars Of Our Investment Philosophy

Our true value as a financial advisor is to act as a behavior coach. No black boxes and no magic performance formulas.
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A Personalized Approach For Maximum Impact

We’re not a one-size-fits-all firm. We offer several service levels to meet your specific needs.
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Your Team

Your Team

We help you enjoy, preserve, and pass on your success. meet us

100+ Years of Combined Experience
15+ Years in Business
11+ Employees
Countless Families Served
100+ Years of Combined Experience
15+ Years in Business
11+ Employees
Countless Families Served

Our Latest Updates

Time Capsule of Wisdom – Part 48

Part 48 of Erik's Weekly Video series. The three temperamental qualities which account for almost 100% of your investor return: faith, patience, and discipline.

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U.S. Securities and Exchange Commission

Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.