Stories of Independence: How Erik Strid of Concentus Wealth Advisors is better serving clients
[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.
[GRAPHIC – DISCLOSURES]
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