Concentus clients have accumulated wealth by various means, but they all aspire to enjoy, preserve, and pass on their success. They typically have a net worth of $2 million (or more), with at least $1 million or more of investable assets.
Our clients are:
We have found that these attributes are a primary indicator of a successful partnership. To see if you might be a fit for our services, use our self-discovery tool
ADVISOR “RIGHT FIT” SCORECARD
We work with clients in various stages of life. Read our featured client stories below to learn more about the support we can provide to help you make confident decisions about all aspects of your wealth and achieve your financial goals.
To discuss in person how we can take the first step together towards envisioning a clear view of your financial future, contact us.