www.concenturewealth.com
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Submitted URL: https://shared.outlook.inky.com/link?domain=www.concenturewealth.com&t=eyJ0eXAiOiJKV1QiLCJhbGciOiJFUzI1NiJ9.eJx1j1FPgzAUhf9Ln8nA...
Effective URL: https://www.concenturewealth.com/
Submission: On December 01 via api from US — Scanned from DE
Effective URL: https://www.concenturewealth.com/
Submission: On December 01 via api from US — Scanned from DE
Form analysis
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Text Content
concenture_logo_color Schedule a Portfolio Review | Client Login Home Who We Serve How We Serve Our Team concenture_logo_color Our Philosophy Insights & News Blog Blog & Insights Insights & News Blog Contact Together Center Process Our name reflects our mission: to work in concert as a team, and keep our clients’ aspirations at the center of our focus. CONCENTURE WEALTH MANAGEMENT An independent, integrated, Houston-based investment advisory firm, founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals, but on life goals. We put the interests of our clients at the center of everything we do and build each relationship on the foundation of commitment, collaboration and consistency with a client-centric focus. Committed We design a pathway to long-term success - as you define it. Collaborative We leverage cross-disciplinary expertise - for your benefit. Constant We turn financial complexities into clear paths with actionable solutions - as your life and legacy goals evolve. Client-centered We identify the issues and problems keeping you up at night - and deliver customized solutions that support your life goals. About CONCENTURE WEALTH MANAGEMENT Free from corporate ownership, our independence allows us to customize our solutions, provide access to a broader range of resources and partners and deliver conflict-free advice. We believe effective wealth management is built on a deep understanding of a client’s life goals, of which their financial profile is only one part. You talk; we listen. How can life-goals be achieved through financial solutions? Learn More WHO WE SERVE We are a trusted team of elite, experienced professionals providing advisory services to individuals, executives, business owners, entrepreneurs and their families. Each client’s story is exceptional, and we take the time to fully understand the motivations behind every objective and life goal. We anticipate challenges so we can prepare solutions… from objective financial advice, to sophisticated wealth planning and discretionary investment management, backed by our concierge-style service. who we serve rotate_active HOW WE SERVE When a client engages with Concenture Wealth Management (“Concenture”), the result is much more than the hiring of an experienced wealth manager to be a steward of assets. Concenture looks to begin a long-term journey with each client. We take a personalized approach, creating customized solutions that reflect each indidual’s unique situation and support their values and priorities. how we serve Our TEAM Whether we are working with individuals or families, our team is dedicated to helping clients simplify financial complexity through education, collaboration and an adherence to the highest professional ethics. We share a common philosophy of client-focused service, and our diverse backgrounds allow each client to benefit from our combined insights and strengths. We invite you to meet the Concenture Wealth team. Meet the team Sign up for our newsletter SIGN UP FOR OUR NEWSLETTER * indicates required First Name Last Name Email Address Newsletter * Newsletter Contact Us * Contact Us A Sanctuary Wealth Partner Firm. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. - Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. - Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. Contact Us 15377 Memorial Drive Suite 340 Houston, TX 77079 +1 713-930-2910 info@concenturewealth.com Schedule a Portfolio Review | Client Login Home Who We Serve How We Serve Our Team concenture_logo_color Our Philosophy Insights & News Blog Blog & Insights Insights & News Blog Contact © 2021 Concenture Wealth Management. All rights reserved Privacy Policy | Terms of Use | FINRA Log In to Concenture Client Portal Log In to Charles Schwab