Concentus Wealth Advisors
Concentus Wealth Advisors is a family-focused wealth management firm, serving clients primarily located in the Philadelphia region since 2014. Our team, led by the Strid family, has over 200 years of combined experience in wealth management, offering an uncompromising standard of fiduciary care and unprecedented client service. As a Registered Investment Advisor (RIA), we left behind pervasive conflicts of interest and intentional obscurity and are not bound by the limitations of policies and procedures commonly found at large brokerage and asset management firms. The very definition of “Concentus” is harmony, concord, and agreement – attributes that also set our firm apart from most others. We are fiercely motivated to provide unmatched, innovative wisdom that focuses on integrity, reliability, simplicity, and family. The level of trust we share with our clients is paramount to their success and ours, as we aim to serve as stewards in protecting and growing their rivers of wealth and fostering their financial freedom. We are committed to continuing education and seeking out opportunities to expand our expertise to help our clients establish lasting, meaningful legacies. For more information, visit
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Verified contacts
14
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
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no listings
Distinct roles
11
indexed titles
Tech stack
1
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.
- DM
Donna McNally
Director of Client Experience · Customer/Client Service
EmailPhone - TJ
Thomas J. Greco
Managing Director at Concentus Wealth Advisors · Finance & Accounting
EmailPhone - GR
Garrett Roach
Wealth Advisor · Finance & Accounting
EmailPhone - ES
Erik Strid
Founding Principal · General Business & Management
EmailPhone - NH
Nathan Hayward
Member Board of Directors & Shareholder · Other
EmailPhone - PS
Paul Strid
Founding Principal & CEO · General Business & Management
EmailPhone - CC
Christina Care Kearney
Director of New Client Engagement · Sales & Business Development
EmailPhone - JL
Jack Liberatore
Wealth Advisor · Finance & Accounting
EmailPhone - PJ
Patrick Johnson
Senior Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Concentus Wealth Advisors
11 distinct titles indexed · top 10 shown.
- 3wealth advisor
- 2founding principal
- 1director of client experience
- 1director of new client engagement
- 1financial advisor
- 1founding principal & ceo
- 1managing director at concentus wealth advisors
- 1marketing specialist
- 1member board of directors & shareholder
- 1senior wealth advisor
- +1more titles
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