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.
Professionally and personally, we understand the real challenges of entrepreneurship, maximizing the rewards and establishing a lasting legacy.
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.
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
Business Owners
Tax Consulting
Retirement Planning
Concentrated Stock Management
Executives
Insurance Analysis
Wealth Transfer Strategies
Next-generation Education
Multi-Generational
Families
Charitable Trusts
Legacy Building
Income Strategies for Retirement
Individuals
and Retirees
© 2021 Concenture Wealth Management.
All rights reserved
