We’re here to help you achieve your long-awaited dreams – and financial security and prosperity.
Using our model, “The Triangulation of Advice,” we’ll work with you to execute a plan that aligns with your values, goals, and financial situation. And we’ll help you stick to that plan in the face of emotional and distracting events.
Delegate The Day-To-Day
Management Of Your Wealth
Integrity Drives Every Action We Take
Our clients trust us because of who we are and what we deliver through our people, perspective, and process.
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Planning is Power
We help you create a written plan that allows you to capitalize over the long term.
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The 10 Pillars Of Our Investment Philosophy
Our true value as a financial advisor is to act as a behavior coach. No black boxes and no magic performance formulas.
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A Personalized Approach For Maximum Impact
We’re not a one-size-fits-all firm. We offer several service levels to meet your specific needs.
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Our Latest Updates
2026 Mid Year Outlook: An eventful six months, and why it didn’t matter
At the midpoint of 2026, Erik Strid reflects on one of the most eventful six-month stretches of his career and explains why disciplined equity investors can almost welcome the chaos. The habit at the center is broad diversification and annual rebalancing, measuring real progress by rising earnings and dividends rather than the market's swings.
The Best Investment You Can Ever Make
This month, Concentus takes a midsummer pause from markets to consider the highest-returning investment of all: your social fitness. Drawing on Dan Haylett's essay "Retirement Is a Relationship Problem" and the 88-year Harvard Study of Adult Development, Erik makes the case that a rich retirement is built on relationships, not just a portfolio.
The Role of Habits in Building a Thriving Life
While we often define our lives by big decisions, it’s often the small daily habits and routines that shape us just as much — if not more.