What You Don’t Know Can Cost You Dearly

Top 10 Things Great Investors Do To Maximize Portfolio Performance

Our clients, friends, and family members often come to us for financial advice. With 125 years of combined experience and a range of professional designations, our team knows what it takes to achieve success – and is familiar with the many challenges that investors face along the way.

I started the Great Investor Series to share the insights our team has developed over the years to help anyone make confident decisions when it comes to their wealth.

Use the link below to get instant access to the top 10 most-important traits of a Great Investor.

Whatever your life stage, net worth, or goals, the Great Investor Series will show you how to maximize the value of your investments.

Great Investor Series

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Get an Expert’s Take on Retirement Planning

Author Erik Strid, CFP®, ChFC is a 25-year veteran of the financial services industry. As the founding principal and CEO of Concentus Wealth Advisors, a financial advisory firm serving clients throughout greater Philadelphia and nationwide, Erik has helped thousands of individuals and families map the road to and through retirement. He’s passionate about educating investors and emphasizing the importance of having a solid financial plan.

Erik Strid

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Erik Strid
Founding Principal
Concentus Wealth Advisors