Access valuable ideas and tips for enhancing your Wealth Planning, and overall Quality of Life.

If I were to hand you my business card, it would say I’m Erik Strid, co-founder of Concentus.  Our team helps people to achieve their financial goals for the reasons they value the most. I’m really proud of our firm and the important work we do, and the many families we have helped over many years.

When I first began my career back in 1992, I learned 2 things very quickly.  First, that uniquely successful people often have to cope with complex financial lives, and complicated decisions in their wealth management.  And second, that these complicated decisions become much easier when you have a wealth plan that is designed around your most important Personal Values. I’ve dedicated my career to helping clients to clarify what is most important to them, and design an effective wealth plan to achieve their goals so that they can fulfill their values.

I also think one of the keys to a happy life is keeping yourself busy, and indulging your passions.  My passions are golf, skiing and travel, and I love to spend time with my family.  In between all of that and my career, I try to take time to give back through charitable work, and I sit on several charitable boards in the Philadelphia Area.

So why am I telling you all of this? Many people think that your business life and personal life should be kept separate.  But I believe that life is a single thing, so our interests and passions don’t exist separately.  My personal life has been touched many times over by my clients, so now I’d like to bring a part of my personal life to my business contacts as well.

I often share different things with my clients and friends, beyond just investment advice:  uplifting stories, human interest stories, pieces that may be inspirational or funny – because life is about more than just money and investments.  It’s about the power of the amazing human spirit that resides in each of us.  From to time, I’d like to send you things that I think you’ll enjoy.  Occasionally, I’d like to send helpful things as well, ideas and tips for enhancing your wealth planning, and overall Quality of Life.

The world is not always a happy place, but I want to play my small part in reminding you that there are many sides to life.  There is so much that is good and beautiful, and so much greatness in the human spirit.  All we have to do is look for it.