How We Serve

We offer a broad range of services backed by leading technology and the latest industry research.

When a client engages with Concenture Wealth, 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 with each client, creating customized solutions that reflect their unique situation and support their values and priorities.

Our

Services

Goals-Based Planning

Concentrated Stock Strategies

Investment Banking Consultation

Retirement Income Planning

Succession Planning

Investment Analysis

Tactical Asset Allocation

Portfolio Construction

Tax Efficient Strategies

Alternative Investments

Dynamic Portfolio Construction

Active Risk Management

Estate Planning

Gifting Strategies & Trusts

Family Foundations

Donor-Advised Charitable Trust

Family Governance

Next-Generation Services

Tax Minimization &
Tax Management

Insurance

Major Asset Financing

Private Banking

Cash Management

Income
Strategies

Investment
Management

Legacy
Building

Concierge
Services