With capital preservation as a primary consideration, we work with families to implement investment policies that enrich assets for future generations.

Wealth Advisory

Today’s investors are presented with many different approaches and challenges. Our goal at Concord Wealth Partners is to work with clients to adopt sound risk appropriate investment strategies and to assist clients in achieving their investment objectives. We will build each piece of your individually customized portfolio to focus on our first priority – preservation of capital. We understand that families have spent years building wealth, and it is our job to preserve it.

Services

Asset Allocation & Diversification of Assets

Concentrated Stock Management

Income Planning

IRA/Qualified Plan

Family Business Consulting

Closely held businesses often become very complex. The balance between business and family is typically a delicate topic. Today’s families are faced with issues such as succession planning, ownership conflicts, estate equalization or a host of other potential problems that may occur. Our purpose is to help families structure goals and objectives to simplify the family succession and estate plan as it pertains to the family business.

Services

401(K) review & Management

Retirement Strategies

Deferred Compensation Planning

Succession Planning