Concentus Wealth Advisors

Financial Services - King of Prussia, PA, US

Concentus Wealth Advisors 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.

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Employees: 20 - 49
HQ: 610-994-9190
Location: King of Prussia, PA, US
Revenue: 2.5 - 5 Million
Investments Investment Advisory Services Financial Planning Wealth Management
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