Concentus Wealth Advisors
Financial Services
3803 West Chester Pike
17 employees
- Employees
- 17
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Concentus Wealth Advisors Overview
- Headquarters
- 3803 West Chester Pike
- Phone Number
- Available in AeroLeads
- Website
- concentus.com
- Industry
- Financial Services
- Employees
- 17
- Founded
- 2014
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Concentus Wealth Advisors
Concentus Wealth Advisors is a family-focused wealth management firm, serving clients primarily located in the Philadelphia region since 2014. Our team, led by the Strid family, has over 200 years of combined experience in wealth management, offering an uncompromising standard of fiduciary care and unprecedented client service. As a Registered Investment Advisor (RIA), we left behind pervasive conflicts of interest and intentional obscurity and are not bound by the limitations of policies and procedures commonly found at large brokerage and asset management firms. The very definition of “Concentus” is harmony, concord, and agreement – attributes that also set our firm apart from most others. We are fiercely motivated to provide unmatched, innovative wisdom that focuses on integrity, reliability, simplicity, and family. The level of trust we share with our clients is paramount to their success and ours, as we aim to serve as stewards in protecting and growing their rivers of wealth and fostering their financial freedom. We are committed to continuing education and seeking out opportunities to expand our expertise to help our clients establish lasting, meaningful legacies. For more information, visit www.concentus.com.
Concentus Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Concentus Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jack Liberatore, Cfp® | Wealth Advisor at Concentus Wealth | Greater Philadelphia, United States |
Email
|
| Julie Smith | Chester Springs, Pennsylvania, United States |
Email
Phone
|
|
| Denise Carmichael | Client Service Specialist at Concentus | Greater Philadelphia, United States |
Email
|
| Donna Mcnally | Client Experience Director at Concentus | Bryn Mawr, Pennsylvania, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
4 profiles
Director
3 profiles
Executive
1 profile
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 4 | 4 | 4 |
| General | 2 | 2 | 1 |
| Sales | 1 | 1 | 0 |
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