A complete list of active advisors currently associated with Concentus Wealth Advisors

Warmer can help you find a great advisor at Concentus Wealth Advisors or one who fits your needs even better.

Concentus Wealth Advisors works with individuals (including high‑net‑worth clients), trusts, retirement plans and business entities to provide discretionary investment management, ongoing guidance, and financial planning and consulting. The firm also offers private wealth and family‑office style planning modules and may recommend third‑party money managers for portions of client portfolios. Concentus provides continuous supervision of client accounts across bonds, equities, ETFs, mutual funds and alternative investments, generally avoiding market timing and adjusting cash levels as appropriate. The firm gathers client information through interviews and questionnaires, allows reasonable account restrictions, and tailors strategies for special situations such as low‑basis stock, stock options, legacy holdings and complex tax or corporate matters. Several operational features set the firm apart from many peers: certain supervised persons are registered representatives who may sell commissionable securities through Purshe Kaplan Sterling Investments, a broker‑dealer, and the firm discloses that such commissionable sales can present conflicts of interest. Concentus also discloses that it is a wrap‑fee program sponsor (not offered to new clients since 2017), has a business relationship and a revenue‑sale agreement with Dynasty (including a note to Dynasty Capital Strategies), and maintains a structured custody and service relationship with Charles Schwab that provides operational and research services to the firm.

To learn more about the advisors currently working at Concentus Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.