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 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 our community in our volunteer program, Concentric Cares.
Meet the Team
Katherine Liola
CFP®, BFA™, CRPC®
Meet Katherine »
Peter Daniels
CFP®, BFA™
Meet Peter »
Beca Sanderson
Our Research Team
Our Advanced Planning Team
Our Partner
Our partners make the magic happen.