Even though the Concentus Wealth Advisors team has more than 100 years of combined experience in wealth management, we’re still passionate about expanding our expertise to better serve you. Benefit from our love of learning – and of sharing what we learn – by exploring our client resources and favorite books below.
Benefit from our love of learning – and of sharing what we learn…
― Erik Strid
These books support our philosophy of how capital markets work and what it takes to successfully manage wealth. You can view a full list of our top picks here.
This book will help families to get clarity on the real issues which impact their financial futures. In the book, we share the top eight pillars [...]
This book discusses how families should build a wealth strategy consistent with their family’s core values. It explores ways to prepare for major [...]
Client Profile: The Widow - A valued client’s father recently passed away from a terminal illness and had left all the financial matters to be [...]
Client Profile: The Retirees- Alice & Bob both turned 64 in the last year and did not have retirement medical plans from their prior employers. [...]
When Bob first came to us, he had just turned 50. As he told it, on the morning of his birthday, he had an epiphany. When he woke up that […]
Client Profile: The Business Owner - After building a thriving and valuable business over a forty year career, John came to us in his [...]
How highly successful families can cultivate “genuine wealth,” empower their heirs to use it wisely, and achieve a life of significance.
Many families end up wasting valuable time, energy and money by establishing a relationship with an advisor without first focusing on the [...]
Part 1 of our 3-part series in which we discuss how you can maximize your quality of life through the power of delegation.
Part 2 of our 3-part series in which we discuss the power of trust and how to know who to trust, especially when it comes to the relationships in [...]
Part 3 of our 3-part series in which we analyze the value of financial advice and how you can ensure that you are receiving true value for the [...]