Concentus Wealth Advisors is an independent wealth management firm that operates as a Registered Investment Advisor (RIA). The firm emphasizes its fiduciary duty, meaning it is legally obligated to act in the best interests of its clients. It follows a fee-only model, which aims to minimize conflicts of interest by being compensated solely by clients rather than through commissions on product sales. The company provides integrated services including financial planning, investment management, retirement planning, and estate planning primarily for individuals, families, and business owners.

Founded in

United States