Concord Wealth Partners and Concord Asset Management are registered investment advisers with the Securities and Exchange Commission. Both firms are affiliated with TWP through common ownership. Concord Wealth Partners and Concord Asset Management provide investment advisory services and may provide such services to TWP clients. Concord Wealth Partners and Concord Asset Management do not provide tax or accounting services. TWP is not involved in providing investment advice on behalf of CWP or CAM, nor does TWP hold itself out as providing advisory services on behalf of CWP or CAM. No client of TWP is under any obligation to use the services of CWP or CAM. CWP shall not receive any portion of the fees charged by TWP, referral, or otherwise. It is anticipated that TWP professionals, solely incidental to their respective practices as CPAs of TWP, shall recommend CWP’s, or CAM’s, services to certain of its clients.
Respective Services Offered:
- Investment advisory services are offered though Concord Wealth Partners, LLC (CWP) to individuals and small business owners. CWP is a SEC Registered Investment Advisor.
- Asset management services are offered through Concord Asset Management, LLC (CAM) to financial advisors and professionals. CAM is a SEC Registered Investment Advisor.
- Tax and accounting services are offered though Trainer, Wright & Paterno (TWP) to individuals and small business owners. All of Trainer, Wright & Paterno’s CPAs and accountants are members of the American Institute of Certified Public Accountants. Learn more about TWP