Overview

Concentric Wealth Management offers a boutique, hands on and comprehensive approach to wealth management and financial planning. Paired with our CPA arm Burke & Schindler, great opportunities and efficiencies are realized by our clients through a holistic and comprehensive view of the entire financial picture. With a focus on business owners, high net worth individuals, and retirement plans (401 k), the firm is best positioned to evaluate, assist, and support the pursuit of financial goals and objectives. We are currently in a growth mode and seek compatible and strategically aligned practices for acquisition. The core values of CWM are based on prioritizing and focusing on the individual & unique needs of each client to help them achieve their financial goals. This philosophy has allowed our practice to grow organically and exponentially. Our time frame for discussion and acquisition/expansion is 2022. The firm is qualified financially for such opportunities.

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6 months or more

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