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Our Mission

Our Mission

To become our clients' most valuable resource.

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Our Team

Our Team

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

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Shared Values

Shared Values

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

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Our Services

Our Services

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

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Introducing Concord Custom Wealth Group
 

A one-stop-solution for our clients' most intricate financial scenarios. Concord Wealth Partners (CWP), Concord Asset Management (CAM), and Trainer, Wright & Paterno (TWP) partnered to simplify tax, advanced accounting, and asset management strategies for clients with complex financial demands. 

Watch CEO, Wade Lopez explain.


<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.