Concenture Wealth Management
Concenture Wealth Management is an independent investment firm and fiduciary dedicated to guiding you toward a prosperous financial future. Based in Houston and founded in 2020, our firm of experienced advisors with 65+ years of experience focuses on your unique goals to ensure every decision is tailored to your specific needs and aspirations. Book your intro call: https://concenturewealth.com/primer/ Our independence from corporate ownership allows us to provide customized solutions, drawing on a diverse range of resources and partners to deliver conflict-free, personalized advice. We believe that effective wealth management goes beyond finances; it’s about understanding your life and goals, and crafting strategies that support your vision for the future. Our philosophy of client-centric commitment, collaboration, and consistency serves as the cornerstone of every interaction, building a strong foundation of trust and mutual respect. Our team of experienced advisors is dedicated to delivering exceptional service and insightful guidance. To read important disclaimers and discover how Concenture Wealth Management can help you achieve your goals, visit us at concenturewealth.com
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Verified contacts
14
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- CY
Caroline Young
Client Services Associate · Customer/Client Service
EmailPhone - RR
Ryne Ryskoski
Director of Marketing · Advertising & Marketing
EmailPhone - KH
Karen Heider
Senior Wealth Advisor · Finance & Accounting
EmailPhone - KH
Karen Heider
Senior Wealth Advisor · Finance & Accounting
EmailPhone - MA
Mike Alexander
Chief Investment Officer · Finance & Accounting
EmailPhone - MA
Mike Alexander
Chief Investment Officer · Finance & Accounting
EmailPhone - RG
Robert G. Gilliland
Founder, Managing Director & Senior Wealth Advisor · Other
EmailPhone
Showing 7 of 14 verified contacts
Top roles at Concenture Wealth Management
7 distinct titles indexed · top 7 shown.
- 3senior wealth advisor
- 3wealth management associate
- 2chief investment officer
- 1client services associate
- 1director of marketing
- 1founder, managing director & senior wealth advisor
- 1home improvement
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