As we welcome 2025, take a moment to reflect. What truly mattered to you in 2024? We believe intentional reflection is the first step in designing a life that aligns with your values, setting a foundation for the year ahead. As you look forward, embrace progress over perfection. Focus on what brings you joy, fulfillment, and growth — and let go of what no longer serves you. Every small step counts toward building a life that truly reflects who you are and what you value. Here’s to a purposeful, meaningful 2025! Read more about designing the life you value in our latest blog. https://lnkd.in/eb9Phrbw
Concentus Wealth Advisors
Financial Services
Newtown Square, Pennsylvania 720 followers
Helping our clients achieve a life of financial freedom
About us
Concentus Wealth Advisors is a family-focused wealth management firm, serving clients primarily located in the Philadelphia region since 2014. Our team, led by the Strid family, has over 200 years of combined experience in wealth management, offering an uncompromising standard of fiduciary care and unprecedented client service. As a Registered Investment Advisor (RIA), we left behind pervasive conflicts of interest and intentional obscurity and are not bound by the limitations of policies and procedures commonly found at large brokerage and asset management firms. The very definition of “Concentus” is harmony, concord, and agreement – attributes that also set our firm apart from most others. We are fiercely motivated to provide unmatched, innovative wisdom that focuses on integrity, reliability, simplicity, and family. The level of trust we share with our clients is paramount to their success and ours, as we aim to serve as stewards in protecting and growing their rivers of wealth and fostering their financial freedom. We are committed to continuing education and seeking out opportunities to expand our expertise to help our clients establish lasting, meaningful legacies. For more information, visit www.concentus.com.
- Website
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https://concentus.com
External link for Concentus Wealth Advisors
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Newtown Square, Pennsylvania
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Investments, Investment Advisory Services, Financial Planning, and Wealth Management
Locations
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Primary
Get directions
3803 West Chester Pike
Suite 225
Newtown Square, Pennsylvania 19073, US
Employees at Concentus Wealth Advisors
Updates
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The holiday season can feel overwhelming — family gatherings, long to-do lists, and endless energy everywhere. But what if you could see this moment through the eyes of your future self, looking back with gratitude? At Concentus, we believe in finding wisdom in life’s fleeting moments. No year will ever be quite like this one, so pause, embrace the chaos, and give the gift of your attention to those who matter most. Discover a simple practice to stay grounded and present this season in our latest blog. https://lnkd.in/eNumbEGw
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As we gather around the table this Thanksgiving, we’re reminded of the true wealth in our lives — relationships, the opportunity to help others, and the chance to grow together. At Concentus, we’re grateful for the moments we’ve shared with our clients, partners, and community this year. It’s these connections that inspire us to do what we do, and for that, we’re incredibly thankful. From our family to yours, we wish you a Thanksgiving filled with reflection, connection, and the people who matter most.
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In our experience, successful families often embrace philanthropy as a core value, viewing it as a way to give back and make a meaningful impact. This commitment not only fosters gratitude and appreciation but also helps combat entitlement in future generations. At Concentus Wealth Advisors, we guide families in establishing structured philanthropic initiatives—like family foundations or donor-advised funds—to enhance family bonds and support causes that resonate with them. It's never too late to start a tradition of giving! Reach out to us to discover how we can help you align your charitable goals with your family’s values. https://lnkd.in/eZbZNuGb
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Despite market highs and overvaluation worries, the best investors focus on long-term resilience, not short-term fluctuations. When concerns arise, remember the incredible strength of American companies, whose projected revenue and earnings growth continue to inspire optimism. Read more in our latest blog: https://lnkd.in/ecX363BY
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As 2024 begins to wind down, we wanted to take a moment to thank everyone for celebrating 10 years of Concentus Wealth Advisors with us this year. In the past decade, we've celebrated many highs, come together during the challenging lows, and faced it all hand-in-hand with our amazing community. We can't thank you enough for being a part of our journey, and we look forward to all that's in store in the next decade. From the entire Concentus team, cheers! https://lnkd.in/e2DF5k_7
Concentus 10 Years
https://vimeo.com/
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Investing, like life, is filled with unexpected twists and turns. At Concentus, we’re inspired by the Zen Farmer’s timeless wisdom—a reminder to embrace each moment calmly, resisting the urge to label events as ‘good’ or ‘bad.’ Imagine the market as a field: some days bring storms, others sunshine, but it’s the steady hand and patient approach that yield lasting growth. This story, rooted in ancient philosophy, resonates now more than ever. In investing, as in life, ‘Good luck. Bad luck… We’ll see.’ Ready to explore how this mindset can shape your journey? Check out our latest blog to learn more! https://lnkd.in/ejpDJt8P
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