Founded in 2004, Concenture Wealth Management operates as an independent, fee-only Registered Investment Adviser (RIA). The firm is committed to the fiduciary standard, meaning they are legally and ethically obligated to act in their clients' best interests. They specialize in providing integrated wealth management services, which include comprehensive financial planning, investment management, retirement planning, and estate planning, primarily for high-net-worth individuals, families, and business owners. Their mission is to deliver unbiased, expert advice to help clients navigate complex financial decisions and achieve their long-term goals.

Founded in

United States