Concentric Wealth Management

Concentric Wealth Management LLC is a wealth management firm dedicated to guiding sophisticated individuals towards financial clarity, security, and success. We take a personalized approach to wealth planning, focusing on building lasting relationships with our clients and aligning our success with theirs.

Our Values

At Concentric Wealth Management, our core values guide our actions and interactions:

• Client-Centricity: We prioritize your needs and goals, offering personalized attention and customized solutions.
• Transparency & Integrity: We operate with utmost honesty and accountability, adhering to strict ethical guidelines.
• Strategic Expertise: Our team possesses deep knowledge and experience in navigating complex financial landscapes.
• Long-Term Relationships: We build sustained partnerships with our clients, evolving alongside their needs and aspirations.

Our Services

Our comprehensive wealth management services encompass various aspects of financial planning, including:

1. Comprehensive Planning & Investment Strategies

• Customized financial planning to align with your unique goals and aspirations.
• Goal-oriented investment strategies considering risk tolerance, liquidity, and tax efficiency.
• Access to institutional-quality investments not available to retail investors.

2. Investment Management & Review

• Sophisticated portfolio construction and diversification across asset classes.
• Regular portfolio review and rebalancing to maintain alignment with your goals.
• Active risk management strategies to mitigate potential losses.

3. Comprehensive Wealth Management

• Estate planning and family wealth transfer strategies.
• Insurance coverage analysis and risk mitigation.
• Taxation planning and compliance solutions.
• Business continuation and succession planning.
• Family office services for high-net-worth individuals and families.

4. Client-Centric Approach

• Open and transparent communication throughout the process.
• Frequent progress updates and regular consultations.
• Responsive and personalized attention to your financial concerns.

5. Transparent Fee Structure

• Fee-only model eliminates conflicts of interest and incentivizes holistic financial planning.
• Transparent billing and reporting for added accountability.