Who We Work With2019-01-08T06:36:19-04:00

Who We Work With

Concentus clients have accumulated

wealth by various means, but they all

aspire to enjoy, preserve, and pass on

their success.

Who We Work With

Concentus clients have accumulated wealth by various means, but they all aspire to enjoy, preserve, and pass on their success. They typically have a net worth of $2 million (or more), with at least $1 million or more of investable assets.

Our clients are:

  • Willing to share important — and sometimes sensitive — details of their lives, including values, financial needs, personal interests, and confidential concerns

  • Open to delegating wealth management, in order to focus on family and personal interests

  • Comfortable consolidating all investable assets with a single advisor

  • Interested in comprehensive solutions beyond investment management

  • Forward thinking, with a long-term view and realistic expectations for performance and financial success

We have found that these attributes are a primary indicator of a successful partnership. To see if you might be a fit for our services, use our self-discovery tool 

ADVISOR “RIGHT FIT” SCORECARD

We work with clients in various stages of life. Read our featured client stories below to learn more about the support we can provide to help you make confident decisions about all aspects of your wealth and achieve your financial goals.

To discuss in person how we can take the first step together towards envisioning a clear view of your financial future, contact us.

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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.