Concentus Wealth Advisors

Financial Services · 11 Employees
Phone Number: 16109949190
Email Address: info@concentus.com
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About
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.
Year Founded
2014
Social Media
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Industry
Financial Services
HQ Location
3803 West Chester Pike Suite 225 Newtown Square, Pennsylvania 19073, US
Keywords
InvestmentsInvestment Advisory ServicesFinancial PlanningWealth Management
Location
  • 3803 West Chester Pike Suite 225 Newtown Square, Pennsylvania 19073, US

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andywarhol@concentus.com
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andy@concentus.com
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warhol@concentus.com
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