How We Work2019-04-26T09:53:54-04:00

How We Work

We prioritize relationships to make sure we understand our clients’ needs and goals—working together with them to achieve success.

A Personalized Approach for Maximum Impact

While we offer a full range of investment advisory services, we’re not a “one-size-fits-all” kind of firm. For each client, we customize a wealth management plan that creates maximum impact and exceptional value.

To that end, we offer several different service levels to suit each client’s specific needs:

Private Wealth Management

An exclusive level of personalized attention for families who may have accumulated considerable wealth and have a fair degree of financial complexity.

Premier Services

Ideal for families who may have some financial complexity or advanced planning requirements.

Investor Services

A good choice for families who may not have the financial complexity or planning requirements of our other clients. This also may be a good fit for younger, “emerging wealth” clients.

Please contact us to determine which offering might be right for you and your family.

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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.