Privacy Policies2021-04-05T06:49:01-04:00

Privacy Policies

We are pleased to provide the most recent copies of our privacy policies.

Consumer Privacy Policy

For clients, this Consumer Privacy Policy describes how we use and protect customer information. We believe that protecting your privacy is an integral part of the service we provide to you. To view the policy, click here.

Online Privacy Policy

For website visitors, this Online Privacy Policy describes how we use and share information we collect through our website located at To view the policy, click here.

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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.