Concentus Wealth Advisors
Located outside Philadelphia, Concentus Wealth Advisors, originally founded as G.D. Strid and Associates, is an independent Register Investment Advisor. The Concentus team has more than 100 years of combined experience in wealth management, holds a range of professional designations, and are committed to ongoing education and seeking out opportunities to expand their expertise to better serve their clients. The team has published books, appeared on TV, has been featured or quoted in a number of different publications and media outlets, and collected various industry awards.
Concentus Wealth Advisors has created and refined a proprietary Total Wealth Plan process. They utilize Behavioral Finance concepts in concert with the best practices in portfolio management to create plans that withstand the test of time (and markets). This approach is focused on empowering the client and their family and ensures that the client’s core values and goals are the cornerstones of the plan.
Their mission is to provide the clarity and trusted advice needed to make confident decisions about all aspects of someone’s wealth. They help their clients identify a set of financial goals and execute a written financial strategy to achieve them in a manner consistent with their values and provide the ongoing guidance needed to ensure that the plan is successful over time.