Through different experiences at successful, fast-growing wealth management firms, each of us at Concentric has arrived at a simple truth: most clients want objective advice and attentive service.
Today, financial advice can be delivered from a variety of sources (banks, brokerage houses, accounting firms and insurance companies), and too often this simple truth gets lost in the delivery.
Concentric was formed to address the growing need to put the client's interests first. Our approach to wealth management does not lend itself to mass-market delivery, and we pride ourselves on developing high quality, personalized strategies.
Our firm is independent – meaning that we are 100% employee owned. By working with a select group of clients, we do not need outside capital from a company whose objectives are different from those of our clients.
We believe in establishing close relationships with our clients and their families and building a firm that will serve them for many generations.
In the end, our success will be measured by the quality of life achieved by our clients.