There’s a reason we call ourselves Concentric Private Wealth®:
It exactly illustrates our belief that every aspect of your life relates to all the others, sharing a core focus on personal alignment and security.
Our unique approach: Behavioral Advice Focus
We’re all driven by our behavior – the choices we have made, do make, and will make. What drives those decisions? Why take one path over another? Understanding how you approach life empowers how we approach your financial security.
So that’s where we start. For 16+ years this Behavioral Advice Focus has helped countless Concentric clients find focus and fulfillment.
Our Firm's Values
Our values keep us connected and in alignment. Here they are, in no particular order:
Elevate Together (Collaboration) We seek collective creativity, consciously building bridges – with professional partners, with our clients, and with our growing team.
Go After It (Growth) We embrace continuous learning, always seeking new ways to help the firm, our clients, and ourselves foster personal and financial growth.
Make It Count (Impact) We deliver thought-provoking, life-changing financial and behavioral insights and services that make a meaningful difference.
Own It (Accountability) We vow to be both candid and truthful in our partnership with you and in our commitment to serve and advise.
Lean In (Courage) We engage with our discomfort, committing to the challenge with an openness and enthusiasm for exploring new ideas, skills and experiences to help expand our own capacity and impact.
Explore and Express Yourself (Expression) We practice what we preach – stepping out of our comfort zone, holding and expanding space for grace, learning, and pivots along the way while engaging all aspects of our strengths, values, and personal interests.
Meet the Team
Our Partner
Our partners make the magic happen.