Stories of Independence: How Erik Strid of Concentus Wealth Advisors is better serving clients

Submitted by Brian.Lavelle on January 23, 2019

[GRAPHIC] Stories of Independence 

[GRAPHIC] How Erik Strid of Concentus Wealth Advisors is better serving clients.

I really, really truly felt that this idea of becoming a fiduciary, comprehensive fiduciary advisor for our clients…to be able to look at their family and their balance sheet and their financial lives in a holistic way. And to deliver advice in a holistic way. And also in a uncompromised way. Where as much as we possibly can, we’ve really filtered out the conflicts of interest that come with being a financial advisor. And to me that’s what the RIA platform really brings.


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.

©2018 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. CC1764132

Show Social Media
Include in Schwab Investing Insights email alerts