Concentus Wealth Advisors joins Dynasty platform
Concentus Wealth Advisors is the most recent independent investment advisory firm to join Dynasty Financial Partners' platform of integrated wealth management services and technology.
The team is joining the Dynasty Network from Wells Fargo Advisors and was formerly known as Strid Wealth Management Group.
The Concentus Wealth Advisors team consists of the following financial professionals all joining from Well Fargo Advisors:
• Erik O Strid, principal
• Gerald “Zeke” Strid, principal
• Paul F Strid, principal
• Nathan J Hayward, director
• Thomas J Greco, director
"Concentus Wealth Advisors was built around our desire to deliver independent, integrated and comprehensive wealth management advice and planning solutions to the families we serve. Our clients are notable for their expertise at creating and accumulating wealth. They’re dedicated to building businesses, raising families, shaping communities and creating lasting, meaningful legacies,” says Erik Strid (pictured), principal of Concentus Wealth Advisors. “We built this family business with the mission to help these families manage the complexity and responsibility of their wealth. We are looking forward to significantly growing our business as an independent RIA.”
The company will access Dynasty's investment platform, which integrates proprietary research from Wilshire Associates and Callan Associates and Envestnet's portfolio tools and reporting technology. Charles Schwab will provide clearing and custody services.
"The Concentus Wealth Advisors team consists of extraordinary investment advisors who have built a remarkably successful family-based business with a deep connection to their community. With their newly launched firm, we expect they will have even greater success," says Shirl Penney, president and CEO of Dynasty Financial Partners. "Dynasty is excited to partner with Erik and Paul Strid and their team, and we are proud to add them to our Network of truly independent advisors.”
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