Codi Welch

Wealth Associate at Concenture Wealth Management - Houston, TX, US

Codi Welch's Contact Details
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Location
Houston,Texas,United States
Company
Concenture Wealth Management
Codi Welch's Company Details
Concenture Wealth Management logo, Concenture Wealth Management contact details

Concenture Wealth Management

Houston, TX, US • 5 - 9 Employees
Financial Services

Concenture Wealth Advisors is an independent, integrated, Houston-based investment advisory firm, founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals, but on life goals. We put the interests of our clients at the center of everything we do… and build each relationship on the foundation of commitment, collaboration and consistency with a client-centric focus.Free from corporate ownership, our independence allows us to customize our solutions, provide access to a broader range of resources and partners and deliver conflict-free advice. We believe effective wealth management is built on a deep understanding of a client's life goals, of which their financial profile is only one part. You talk; we listen.

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Frequently Asked Questions about Codi Welch
Codi Welch currently works for Concenture Wealth Management.
Codi Welch's role at Concenture Wealth Management is Wealth Associate.
Codi Welch's email address is ***@concenturewealth.com. To view Codi Welch's full email address, please signup to ConnectPlex.
Codi Welch works in the Financial Services industry.
Codi Welch's colleagues at Concenture Wealth Management are Robert Gilliland, Karen Heider, Karen Heider, Joseph Blankenship, Garrett Gray, Joseph Management and others.
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