We are a trusted team of elite, experienced professionals providing advisory services to individuals, executives, business owners, entrepreneurs and their families. Each client’s story is exceptional, and we take the time to fully understand the motivations behind every objective and life goal. We anticipate challenges so we can prepare solutions… from objective financial advice, to sophisticated wealth planning and discretionary investment management, backed by our concierge-style service.
Together
Center
Process
Our name reflects our mission: to work in concert as a team, and keep our clients’ aspirations at the center of our focus.
Concenture Wealth Management
An independent, integrated, Houston-based investment advisory firm, founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals, but on life goals. We put the interests of our clients at the center of everything we do and build each relationship on the foundation of commitment, collaboration and consistency with a client-centric focus.
Committed
We design a pathway to long-term success -
as you define it.
Collaborative
We leverage cross-disciplinary expertise -
for your benefit.
Constant
We turn financial complexities into clear paths with actionable solutions -
as your life and legacy goals evolve.
Client-centered
We identify the issues and problems keeping you up at night -
and deliver customized solutions that support your life goals.
About
Concenture Wealth Management
Free from corporate ownership, our independence allows us to customize our solutions, provide access to a broader range of resources and partners and deliver conflict-free advice. We believe effective wealth management is built on a deep understanding of a client’s life goals, of which their financial profile is only one part. You talk; we listen.
How can life-goals be achieved through financial solutions?
Who We Serve
How We Serve
When a client engages with Concenture Wealth Management (“Concenture”), the result is much more than the hiring of an experienced wealth manager to be a steward of assets. Concenture looks to begin a long-term journey with each client. We take a personalized approach, creating customized solutions that reflect each indidual’s unique situation and support their values and priorities.
Our
Team
Whether we are working with individuals or families, our team is dedicated to helping clients simplify financial complexity through education, collaboration and an adherence to the highest professional ethics. We share a common philosophy of client-focused service, and our diverse backgrounds allow each client to benefit from our combined insights and strengths.
We invite you to meet the Concenture Wealth team.
