CUSTOM FINANCIAL SOLUTIONS
IT IS OUR MISSION TO BECOME YOUR MOST VALUABLE RESOURCE, ON YOUR JOURNEY TO FINANCIAL FREEDOM
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
To become our clients' most valuable resource.
Personal guidance, objective advice, and solid strategies. Delivered by a team of caring professionals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We provide Investment Advisory, Financial Planning, and Insurance Services to our clients.
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.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.