Who We Work With
Concentus clients have accumulated
wealth by various means, but they all
aspire to enjoy, preserve, and pass on
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
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.