Even though the Concentus Wealth Advisors team has more than 100 years of combined experience in wealth management, we’re still passionate about expanding our expertise to better serve you. Benefit from our love of learning – and of sharing what we learn – by exploring our client resources and favorite books below.
Here are our favorite articles, books, and videos to take some of the complexity out of investing.
These books support our philosophy of how capital markets work and what it takes to successfully manage wealth. You can view a full list of our top picks here.
This book focuses on the challenges and opportunities presented in retirement, with the goal of helping readers to better prepare for and [...]
This book will help families to get clarity on the real issues which impact their financial futures. In the book, we share the top eight pillars [...]
This book discusses how families should build a wealth strategy consistent with their family’s core values. It explores ways to prepare for major [...]
When drafting trusts as part of an estate plan, the state where the Trust is domiciled matters.
Part 3 of our 3-part series in which we analyze the value of financial advice and how you can ensure that you are receiving true value for the [...]
Part 2 of our 3-part series in which we discuss the power of trust and how to know who to trust, especially when it comes to the relationships in [...]
Part 1 of our 3-part series in which we discuss how you can maximize your quality of life through the power of delegation.
Many families end up wasting valuable time, energy and money by establishing a relationship with an advisor without first focusing on the [...]