The Concentus Mission

To deliver a truly client-centered advisory experience, empowering every client we serve to align their financial decisions with their most important values and cherished goals.

To then construct, implement, and monitor an inspiring financial strategy for the achievement of those goals.


“Concentus” is Latin for harmony, agreement, and concord. That’s probably not what comes to mind when you think about the ever-increasing complexities of today’s financial markets. We understand the fear and anxiety. But, you can achieve financial “Concentus” with one simple decision: delegating the day-to-day management of your wealth to our team.

Our mission is to provide the clarity and trusted advice you need to make confident decisions about all aspects of your wealth. We will work with you to execute an inspiring financial strategy that aligns with your most important values and goals while you focus on building your business, raising your family, shaping your community, and creating a lasting, meaningful legacy.

Don’t delay. Start now. Your reward will be relief from the burden of financial decision-making – and the chance to live a better life by spending your time on what matters most to you.

Contact us today

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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.