"Concentric Wealth Management, LLC is headquartered in Lafayette, California and was founded in 2008 by Eric Flett and Stewart McGuire. It has since grown to a firm of six individuals and $662 million in assets under management, specializing in providing hundreds of individuals and families with sophisticated, tax efficient, and globally diversified portfolios, as well as comprehensive wealth management services encompassing family wealth transfer and estate planning, tax planning and compliance, risk management and insurance, executive benefits coordination, and business transition planning." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate
Real Assets Adviser’s Post
More Relevant Posts
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HamptonRock Partners Launches Wealth Management Advisory Practice David Dodson, CFA, CFP® joins HamptonRock to lead the growth and development of the firm’s service expansion and Austin office #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity
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"Arete Wealth, a Chicago-based broker/dealer and investment advisory firm, has added HudsonPoint Capital to its network of branches. The HudsonPoint team, based Jersey City, N.J., joins from B. Riley Wealth Management. This follows recent news that B. Riley Financial would sell a portion of its wealth management business to Stifel Financial Corp. for as much as $35 million in cash." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate
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"We are continuously humbled, honored, and grateful for the trust our clients place in us," said Rick Poligala, spokesperson for Genesis Wealth Management, LLC. Management. "This milestone is a testament to the hard work and dedication of our entire team, who strive every day to deliver comprehensive financial planning and wealth management services." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate
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"With a focus on acquiring financial advisory practices managing between $100 million and $500 million in assets, VestGen Wealth Partners offers retiring advisors and their clients a seamless transition while empowering the next generation of advisors through mentorship, resources, and technology." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate
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Focus Financial Partners Inc., a leading partnership of wealth management, business management, and related financial services firms, announced that Dallas, Texas-based Focus partner firm Brownlie & Braden Advisors has joined fellow Focus partner firm Prairie Capital Management Group, LLC, headquartered in Kansas City, Missouri." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate
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"Melissa Torres Anderson has more than 25 years' experience in the financial services industry. Over her career, she has focused on due diligence of various investment strategies and management of finance and operations of Registered Investment Advisors (RIAs)." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity
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The wealth management industry is encountering challenges such as a shortage of advisors, the aging out of current advisors, and a significant transfer of assets to new generations. With not enough new advisors entering the business and over $85 trillion in assets expected to transfer to the next generations, wealth managers need to adapt their business models to meet the needs of a changing clientele. It is crucial for them to proactively address these challenges to ensure sustained success in a rapidly changing landscape. Learn more from this excellent article in Forbes by April Rudin here: https://lnkd.in/dEqSvg-4 #WealthManagement #FinancialAdvisor
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Congratulations Gregory Cash R Mitchell Wickham Bradford Bernstein, CFP®, CPWA®, CIMA® Louise Gunderson Ryan M. Long Keith Apton Nick Francia UBS Global Wealth Management #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments
