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

By |2019-01-16T14:26:08-05:00December 18th, 2017|News|

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…



By |2019-01-16T14:26:08-05:00December 18th, 2017|News|

Stay in Touch

Subscribe to our mailing list to receive our blog updates, company news, and latest

insights on the financial markets. Subscribe now

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.