Broker Check

We are proud to launch the new Concord Custom Wealth Group!
 

An alliance between Concord Wealth Partners (CWP), Concord Asset Management (CAM), and Trainer, Wright & Paterno (TWP). Three client-centered firms joined forces to deliver comprehensive financial solutions to clients with intricate financial demands. We are a group of over 20 CPAs and Financial Advisors who combined have over 200 years of industry experience.

We have integrated our knowledge and expertise to provide custom solutions to simplify our client's most complex financial scenarios.

J. Wade Lopez, Founder & CEO at Concord Wealth Partners


Our Mission

Our Mission

To become our clients' most valuable resource.

Learn more
Our Team

Our Team

Personal guidance, objective advice, and solid strategies. Delivered by a team of caring professionals.

Learn more
Shared Values

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more
Our Services

Our Services

We provide Investment Advisory, Financial Planning, and Insurance Services to our clients.

Learn more
<b>WHAT IS ESG?</b>

WHAT IS ESG?

Build sustainability into your investment strategy with our ESG portfolios (Environmental, Social and Governance).

Ask your Concord Wealth Partners Advisor how he/she can make your investing more responsible.

<strong>Your goals are our goals.</strong>

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.