Team

Our focus isn’t on products and balance sheets — it’s on you and your family.

Team2023-10-31T14:06:55-04:00

Our team is distinguished. Our approach is distinctive. But most importantly, as your advisor, we are dedicated to helping you achieve your financial goals.

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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.