Wealth Planning Expert Erik Strid Publishes New Book

By |2019-10-24T09:22:18-04:00April 12th, 2018|News|

Wealth Planning Expert Erik Strid Publishes Book Addressing How Popular Culture and “Common Wisdom” are Derailing Your Investment Plan

Philadelphia, PA  – April 9, 2018 – Concentus Wealth Advisors today announced the launch of CEO Erik Strid’s new book entitled Clarity: How Popular Culture is Misleading You About Successful Wealth Planning and What to Do About It.

The book explores how the financial media and popular culture can confuse the critical truths surrounding personal wealth planning and investing and distract many people from the real issues that will impact their long-term financial success. As a result, many Americans neglect the wealth planning process and miss out on the opportunity to achieve financial peace of mind.

“During my career, I have seen so many people fall prey to the common wisdom that investing is a complex, confusing, scary, and mysterious art that they are ill- equipped to tackle. I wrote this book to help clear the fog about wealth planning and to help readers find clarity in their pursuit of long-term financial success,” said Erik Strid, CEO of Concentus Wealth Advisors. “Because we don’t teach financial literacy in this country, so many people are misinformed about this topic and harbor beliefs about investing that just aren’t true.  My mission is to help provide real education about the realities of the markets.”

Biography

Erik has been helping families and investors find Clarity for the wealth for over 25 years. After beginning his career in two premier Wall Street firms, he founded a private boutique wealth management firm called Concentus Wealth Advisors. He believed the best way to maximize transparency, and eliminate conflicts of interest was to start his own independent firm to manage the wealth of a select group of successful clients.

Erik is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant. Erik is also the author of Empowered Values: Planning your Wealth Around your Family’s Core Values.

About Clarity

This book is an exploration of the misinformation and mistaken beliefs about investing that many people have been taught to believe by popular culture and “Common Wisdom.” Many people believe in the perception that investing and wealth planning are extremely complex topics that they are ill-equipped to tackle. The book will explore the 8 “pillars” of a simple, yet successful wealth planning approach that anyone can implement. The goal of the book is to help readers to break through the perception that markets are too complex and to instead gain the necessary clarity and confidence to implement a successful wealth plan.

About Concentus Wealth Advisors

As a family-based team of independent Registered Investment Advisors, Concentus Wealth Advisors is committed to helping high net worth families achieve their most important financial goals. Our advice goes well beyond the accumulation of assets to address virtually every aspect of their wealth. The detailed and disciplined process we follow with each client results in a personalized wealth management roadmap integrating investment strategy, family governance, estate planning, liability and life insurance solutions, philanthropic endeavors, real estate, and more—for both today and tomorrow. Our completely objective and transparent service model allows us to act in a truly advisory and fiduciary capacity for our clients; each solution we present is drawn from the best of Wall Street and is presented entirely in the best interests of the families we serve. In today’s complex financial world, Concentus Wealth Advisors brings welcomed clarity, vision, and results to our clients’ financial lives. For more information, please visit concentuswealth.com.

By |2019-10-24T09:22:18-04:00April 12th, 2018|News|

Share This Story, Choose Your Platform!

Leave A Comment

Stay in Touch

Subscribe to our mailing list to receive our blog updates, company news, and latest

insights on the financial markets. Subscribe now

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.