Our Mission Statement

The comprehensive knowledge of you, your business and your goals allows Concentric Wealth Managers to create a portfolio* which balances both the risk and growth opportunities of your business. The goal for Concentric Wealth Mangers is to create a growing asset outside of your business, while at the same time negating some of the inherent risk of owning your own business.  Concentric refers to this all encompassing vision as AIM, Asset + Income Management.