Concentus Wealth Advisors

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 Insurance
Monetary 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 Contact
Jack Liberatore, Cfp® Wealth Advisor at Concentus Wealth
Email
Julie Smith
Email Phone
Denise Carmichael Client Service Specialist at Concentus
Email
Donna Mcnally Client Experience Director at Concentus
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 Email Phone
Executive 4 4 4
General 2 2 1
Sales 1 1 0

Compare Similar Companies to Concentus Wealth Advisors