CONCENTRIC WEALTH MANAGEMENT

You know where you want to go; we can help you get there. We serve a limited number of clients by design, understanding that only measured growth will allow us the familiarity we seek with each of our clients. You will have a personal relationship with a caring, attentive advisor who understands your financial goals and dreams. Ultimately, it's all about you... We're in the business of helping you make informed financial decisions that improve your life. We want you to understand the big picture and how the decisions you make will advance your goals. We want you to feel empowered to ask questions and challenge assumptions. We know that trust is established through the consistency of our actions over time, and we work hard every day to earn it. It's as simple as doing what we say we will do... If you don't feel welcome or important to the people managing your future, you are in the wrong place. Our clients are busy, smart, successful people who deserve more than automated phone..

Also known as: Concentric Wealth Management LLC

Primary location: Lafayette United States