Concentus Wealth Advisors Announces Joint Venture with Dr. Richard Orlando, Ph.D.

KING OF PRUSSIA, PA – May 11th, 2015 – Concentus Wealth Advisors is pleased to announce the formation of a new joint venture with Dr. Richard Orlando Ph.D., and his firm Legacy Capitals LLC.

For over a quarter century, Dr. Orlando has served as a trusted advisor, coach, and educator to affluent families who seek intergenerational success by optimizing their family wealth decisions, and preparing future generations in affluent families. According to Erik Strid, founder and principal of Concentus, “Time and again our clients have told us that one of their greatest dangers is that their wealth and affluence might become a barrier to the successful growth and development of their children and grandchildren. We are very excited about the opportunity to offer Dr. Orlando’s expert guidance as a complement to our services to help families achieve true multigenerational success.”Author of LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions, Dr. Orlando holds a Masters degree in Counseling/Theology, as well as a doctorate in Family Systems. His dissertation research focused on wealth management family teams, and he has earned a certificate in family wealth advising from the Family Firm Institute. He has been featured in numerous publications, including the New York Times, Wall Street Journal, Private Wealth Magazine, and Trust and Estates.

Dr. Orlando is on the board of directors at Urban Hope in Staten Island, New York. He was born and raised in New York City, and currently resides in Bucks County, Pennsylvania, with his wife and their children.

By |2019-01-16T14:26:08-04:00May 11th, 2015|company news, News|

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