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.
- Financing/Liquidity Events
- Succession Planning
- Maximizing Transferable Value
- Tax Consulting
- Retirement Planning
- Concentrated Stock Management
- Insurance Analysis
- Wealth Transfer Strategies
- Next-generation Education
Individuals & Retirees
- Charitable Trusts
- Legacy Building
- Income Strategies for Retirement