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.

Future of our Business

Our Firm's Values

Our values keep us honest. Here they are, in no particular order:

Collaboration
Fulfillment
Gratitude
Impact
Integrity
Independence

We stay true to our values in every day business, as well as serving out community in our volunteer program, Concentric Cares.

Meet the Team

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Katherine Liola

CFP®, BFA, CRPC®, AIF®
Meet Katherine »

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Peter Daniels
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Rebecca Borten

CFP®, BFA
Meet Rebecca »

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Beca Sanderson

Our Research Team

Our Advanced Planning Team

Commonwealth Financial Network

Our Partner

Our partners make the magic happen.

Let's talk

We’re eager to learn more about YOU.