Concentric Private Wealth - Home

awards

Recognition

Katherine Liola was highlighted as an #EagleToWatch by the Boston College Alumni Association.

Congratulations to Katherine Liola on being selected as one of the top 40 Under 40 financial advisors in the U.S. by InvestmentNews! Learn more.

 
our-team

Experienced Professionals

Learn more about our team and how we can help you reach your goals.

account-access

Account Access

Please contact us with questions about gaining access to your account.

community

Concentric Cares

Check back with us soon for upcoming events.