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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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Your Team

Your Team

We help you enjoy, preserve, and pass on your success. meet us

Our Latest Updates

Searching for Fire

Unlock the power of Maslow's Hierarchy of Needs to illuminate the connection between your financial values and life aspirations, guiding you to strategically align your finances with your wants, needs, and deepest desires.

Great Investors Love Dividends

To be a successful investor prioritize growing income, recognizing S&P 500 dividends' crucial role in outperforming stagnant alternatives like CDs and bonds.

Embracing Interdependence

Unlock the power of Maslow's Hierarchy of Needs to illuminate the connection between your financial values and life aspirations, guiding you to strategically align your finances with your wants, needs, and deepest desires.

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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.