Stories of Independence: How Concentus Wealth Advisors feels they are better structured for growth

Submitted by Brian.Lavelle on January 23, 2019

[GRAPHIC] Stories of Independence 

[GRAPHIC] How Concentus Wealth Advisors feels they are better structured for growth. 

One of the things that we felt we needed to grow was to go independent. We felt like we couldn’t grow the way we wanted to at the firm we were at.

Our ability to keep our existing clients happy but also to attract new clients, in my view, has definitely been enhanced.

It’s just an amazing experience to think in just four short years, what we’ve built. And I think the next four years are going to be even more amazing, and I’m excited to see what year 8 looks like and year 10 and year 12.

I’ve always had this idea that if we do the right thing for people all the time, that even if we don’t get something out of it today, that at some point along the way, in the future, there will be an opportunity that will come back to us.

It’s amazing to think where we are, where we’ve come from…The thing that nags me all the time is I wish we did it sooner.


Information included during this video is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success. Concentus Wealth Advisors is not owned by or affiliated with Schwab, and its personnel are not employees or agents of Schwab. This video is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab does not supervise third-party firms and takes no responsibility to monitor the services they provide to you. Experiences expressed are no guarantee of future performance or success and may not be representative of your experience. Schwab does not provide legal, regulatory, or compliance advice. Consult professionals in these fields to address your specific circumstance. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

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