GS
Gerald Strid
Founding Principal at Concentus Wealth Advisors
View Gerald's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Founding Principal
Feb 2014 - Present · 10 years and 11 months
Strid Wealth Management Group of Wells Fargo Advisors, LLC
Founder
Mar 2003 - Feb 2014 · 10 years and 11 months
Financial Advisor
Aug 1984 - Mar 2003 · 18 years and 7 months
Company Details
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
LinkedinFacebook
Industry
Financial Services
HQ Location
3803 West Chester Pike Suite 225 Newtown Square, Pennsylvania 19073, US
Keywords
InvestmentsInvestment Advisory ServicesFinancial PlanningWealth Management
Discover More About Cleveland Clinic

Find verified contacts of Gerald Strid in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.