Our Services

Income Strategies

  • Goals-Based Planning
  • Concentrated Stock Strategies
  • Investment Banking Consultation
  • Retirement Income Planning
  • Succession Planning

Investment Management

  • Investment Analysis
  • Tactical Asset Allocation
  • Portfolio Construction
  • Tax Efficient Strategies
  • Alternative Investments
  • Dynamic Portfolio Construction
  • Active Risk Management

Legacy Building

  • Estate Planning
  • Gifting Strategies & Trusts
  • Family Foundations
  • Donor-Advised Charitable Trust
  • Family Governance
  • Next-Generation Services

Concierge Services

  • Tax Minimization & Tax Management
  • Insurance
  • Major Asset Financing
  • Private Banking
  • Cash Management

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.

Who We Serve

We seek to serve extraordinary people.

Concenture recognizes that each client’s story is exceptional. We take the time to truly understand the motivations behind your objectives and life-goals. We anticipate challenges so we can develop solutions before you need them. Our clients are individuals, families, current and former executives and business owners looking to optimize their wealth strategies in order to positively impact their families and their communities.

We Understand The Challenges

Professionally and personally, we understand the real challenges of entrepreneurship, maximizing the rewards and establishing a lasting legacy.

We Have A Network Of Experts

We leverage our professional expertise with a network of experts to support our clients and to anticipate next steps in every chapter of their lives.

We Work For The Long-Term

By working closely with our individual clients and their families over the long-term, we help bring their life-goals to successful fruition.

Business Owners

  • Financing/Liquidity Events
  • Succession Planning
  • Maximizing Transferable Value


  • Tax Consulting
  • Retirement Planning
  • Concentrated Stock Management

Multi-Generational Families

  • Insurance Analysis
  • Wealth Transfer Strategies
  • Next-generation Education

Individuals & Retirees

  • Charitable Trusts
  • Legacy Building
  • Income Strategies for Retirement