Solutions that grow with you
Your financial future deserves more than a quick guess or one-size-fits-all advice. GPS by Concenture is designed to help you make smart financial decisions today that set you up for success tomorrow. Let’s simplify the process, keep you on track, and help you focus on what really matters.
Grow your wealth while enjoying life now
Make smart financial moves with clarity
Partner with a firm that grows with you
You already have a full-time job, finances shouldn’t be another
When it comes to finances, it’s easy to feel overwhelmed. Should you save more, invest differently, or adjust your plan? With so much information (and misinformation), it’s hard to know where to start – or who to trust.
What we offer you
Financial Planning
Your goals are unique, and your financial plan should be too.
- What Do You Want? We’ll uncover what matters most to you – whether it’s securing your future, helping your family, or building a life you love
- Take Control of Your Cash Flow: Balance what you earn with what you spend to stay financially healthy now and later
- Retirement, Your Way: Start preparing today so the future feels more like a dream and less like a question mark
- Stress-Test Your Plan: See how your finances hold up against life’s unexpected twists
- Plan for Big Moments: From education costs to second homes, we’ll help you make smart moves at every stage
Investment Management
Turn your investments into a growth engine for your future.
- Strategies That Fit Your Life: Investments tailored to your goals and risk tolerance
- Active Portfolio Monitoring: Proactive adjustments to help position you in the markets
- Maximize Retirement Accounts: Let us manage your 401(k) or 403(b) to help support your path to a stronger retirement
- Tax Optimization: Minimize taxes to maximize returns
- Your Cash, Working Harder: Make sure even your cash reserves are pulling their weight
Value-Added Services
We simplify your financial life with services designed to save you time and stress.
- Proactive Communication: Stay in the loop with updates that matter to you
- Budgeting That Works: A custom budget built for your lifestyle and goals
- Professional Connections: Access trusted pros for tax, legal, and other financial needs
- Maximized Workplace Benefits: Make the most of what your employer offers
Built for Busy Lives
You need more than numbers — you need tools that fit into your day.
- The Concenture App: Check your progress, track your goals, and manage your money anytime
- Your Personal Dashboard: See your financial picture in one place
- Unlimited Advisor Access: Text, call, or email us whenever you have a question
- Educational Resources: Learn as you grow with curated guides and articles
Simple costs, big results
$125/month
Ongoing Financial Planning
- Personalized advice and regular updates
- Budgeting and goal planning
- Unlimited access to your advisors
- Educational resources and value-added services
1% of AUM
Professional Asset Management
- Tailored investment strategies
- Proactive portfolio adjustments
- Tax-efficient growth planning
- Retirement account management
Ongoing deposits into managed accounts required.
Key features that set GPS apart
More than financial advice – you now have a partner in progress.
No Hidden Costs
You’ll always know what you’re paying for.
Custom Plans, Every Time
Your goals drive everything we do.
Always Available
Whether it’s a quick question or a big decision, we’re just a call or text away.
Your Partner, for the Long Haul
As your life evolves, so does your financial strategy.
Proactive Approach
We plan ahead so you don’t have to.
Your next steps
STEP 1
Let’s Talk About You
Schedule a free consultation to share what’s on your mind.
STEP 2
Build the Plan Together
We’ll create a roadmap that reflects your goals and priorities.
STEP 3
Make It Happen
Put your plan in motion and watch the progress unfold.
“Your money should work as hard as you do.”
– Robert Gillilland