Welcome to Concentric Wealth Management and the new website for Lifetime Wealth Management!
We are extremely excited to work with you. As members of the Concentric team, Molly, Mike and Jeff will continue to provide you with the same outstanding service. We are pleased to have you as part of our family.
We’ve included a couple quick tips on how to find information on our website.
The Client Portal can be found in the top of the Concentric website and is called “Portal Login”.
As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime. Whether you’re at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database. This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
Lifetime Wealth Management clients can access real-time account information here or by visiting the Concentric Wealth Management website at http://www.concentricwealthmgmt.com/
If you have any questions, below is our new contact information at Concentric Wealth Management.
Concentric Wealth Management
901 Adams Xing, Fl 1
Cincinnati, OH 45202