On February 19, 2014, our team broke free from the constraints of “Big Wall Street” and formed an Independent Registered Investment Advisor (RIA) group, Concentus Wealth Advisors, a family-focused wealth management firm serving clients in the Philadelphia region. 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. 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. 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.
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Feel free to email ([email protected]) or call (610-994-9192) to arrange a 10-minute introductory call. Who We Are:
http://concentuswealth.com/
https://www.linkedin.com/in/erikstrid
https://www.linkedin.com/in/paulstrid
