We’re here to help you achieve your long-awaited dreams – and financial security and prosperity.
Using our model, “The Triangulation of Advice,” we’ll work with you to execute a plan that aligns with your values, goals, and financial situation. And we’ll help you stick to that plan in the face of emotional and distracting events.
Delegate The Day-To-Day
Management Of Your Wealth
Integrity Drives Every Action We Take
Our clients trust us because of who we are and what we deliver through our people, perspective, and process.
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Planning is Power
We help you create a written plan that allows you to capitalize over the long term.
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The 10 Pillars Of Our Investment Philosophy
Our true value as a financial advisor is to act as a behavior coach. No black boxes and no magic performance formulas.
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A Personalized Approach For Maximum Impact
We’re not a one-size-fits-all firm. We offer several service levels to meet your specific needs.
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Our Latest Updates
10 Things CPAs Can Do to Boost Revenue
Clients want more than a tax return — they want a proactive plan, long-term confidence, and a team that brings their full financial picture together. And that’s where your marketing needs to start, not with gimmicks, but with a clear, consistent message about the deeper value you offer.
Concentus Advisors Listed on Prestigious Forbes List for the Fifth Time
Concentus has Advisor named to Forbes' 2025 Best-In-State Wealth Advisors list.
Great Investors Find A “Smoot” Point
Great investors know not to panic during market volatility.