Wealth Planning Expert Erik Strid Publishes New Book

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Wealth Planning Expert Erik Strid Publishes Book Addressing How Popular Culture and “Common Wisdom” are Derailing Your Investment Plan

Philadelphia, PA  – April 9, 2018 – Concentus Wealth Advisors today announced the launch of CEO Erik Strid’s new book entitled Clarity: How Popular Culture is Misleading You About Successful Wealth Planning and What to Do About It.

The book explores how the financial media and popular culture can confuse the critical truths surrounding personal wealth planning and investing and distract many people from the real issues that will impact their long-term financial success. As a result, many Americans neglect the wealth planning process and miss out on the opportunity to achieve financial peace of mind. More →

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Paul Strid’s guest post for Financial Planning.com: Tech is changing the industry — don’t get left behind

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Paul Strid writes Day 17 post for Financial Planning Magazine’s series 30 Days: On How Technology Is Changing Your Practice…

Tech is changing the industry — don’t get left behind

When is a wealth management firm not a wealth management firm?

When it is a technology firm in disguise. I say that tongue in cheek, but there is an element of truthRead More…

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Wall Street Journal profiles Gerald Strid: Why One Wall Street Broker Declared His Independence

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Writing for the Wall Street Journal, Norb Vonnegut profiles Gerald “Zeke” Strid, co-founder and patriarch of Concentus Wealth Advisors.

Why One Wall Street Broker Declared His Independence

The promise of control & flexibility lured wirehouse veteran Gerald Strid to launch his own shop in 2014

In 2014, Gerald Strid co-founded Concentus Wealth Advisors with his sons and, like so many others, became a breakaway.

Yet unlike so many others, Mr. Strid made the move at the age of 70. He is now in his 48th year as a wealth manager, and his King of Prussia, Pa., firm manages $420 million in assets.

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Nathan Hayward receives the Young Alumni Golden Disc Award for Distinguished Achievement from Arcadia University

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KING OF PRUSSIA, PA – July 25th, 2016

Nathan Hayward received the Young Alumni Golden Disc Award for Distinguished Achievement from Arcadia University. The award is presented to graduates of the last decade in recognition of outstanding professional achievement that enhances the prestige of the University.
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