History & Awards
With more than 200 years of combined
experience, we are very proud of our
history as trusted advisors and as a
With more than 100 years of combined experience, we are very proud of our history as trusted advisors and as a company.
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.