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.
Company Details
- Employees
- 17
- Founded
- -
- Address
- 3803 West Chester Pike,
- Phone
- +1 610-994-9190
- in****@****tus.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://concentus.com
- HQ
- Newtown Square, Pennsylvania
Concentus Wealth Advisors Questions
Concentus Wealth Advisors's helpline number is +1 610-994-9190
Concentus Wealth Advisors's website is https://concentus.com
Concentus Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/concentus-wealth-advisors
Concentus Wealth Advisors has
17 employees.
View email and phone details for 17
employees at Concentus Wealth Advisors.
Concentus Wealth Advisors's industry is
Financial Services
Concentus Wealth Advisors's top competitors are
Presilium Private Wealth,
Next Capital Management Llc,
The William C. Dunkelberg Owl Fund,
Chatham Financial,
Amplius Wealth Advisors,
Innovative Senior Concepts,
Nordwand Capital,
Bluestone Capital Management,
Dynasty Financial Partners,
Kathmere Capital Management.
Concentus Wealth Advisors's support email address is info@concentus.com
Concentus Wealth Advisors's categories are Financial Services
Concentus Wealth Advisors's founding year is 2014
