Our History2021-10-13T15:14:16-04:00

History & Awards

With more than 200 years of combined

experience, we are very proud of our

history as trusted advisors and as a

company.

With more than 100 years of combined experience, we are very proud of our history as trusted advisors and as a company.

Our History

After spending many years working in “Big Wall Street” financial service firms, the Concentus leadership always felt we could do more for our clients. We came to believe that the delivery of financial advice was broken: there was too much focus on products and investment returns and not enough attention on the person.

We knew that we could do better, so we created Concentus Wealth Advisors to change that. In 2014, we left the big bank world behind and started our new journey of independence.

We are passionate about creating a better, more impactful experience for our clients. We believe that everyone should have access to financial advice that is specific to them and that they can easily understand and follow, from someone they can trust.

Since 1967, we have been dedicated to building a group of amazing and committed people who all share the same vision: to transform the financial service industry to help the people we serve lead meaningful and productive lives.

Since coming together as the original G.D. Strid and Associates many years ago, our 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.

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U.S. Securities and Exchange Commission

Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.