Concentus Wealth Advisors has partnered with Dynasty Financial Partners to leverage the latter’s platform of integrated wealth management services and technology.
Through this partnership, Concentus Wealth Advisors will access Dynasty’s investment platform, which integrates proprietary research from Wilshire Associates and Callan Associates and Envestnet’s portfolio tools and reporting technology.
The Concentus Wealth Advisors team has joined Dynasty Network from Wells Fargo Advisors, where they were formerly known as Strid Wealth Management Group.
According to Dynasty Financial Partners, the financial professionals of the Concentus Wealth Advisors team will include Erik Strid, Gerald Strid, Paul Strid, Nathan Hayward, and Thomas Greco.
Erik Strid, principal of Concentus Wealth Advisors, said: "Concentus Wealth Advisors was built around our desire to deliver independent, integrated and comprehensive wealth management advice and planning solutions to the families we serve.
"We built this family business with the mission to help these families manage the complexity and responsibility of their wealth. We are looking forward to significantly growing our business as an independent RIA."
Shirl Penney, president and CEO of Dynasty Financial Partners, said: "The Concentus Wealth Advisors team consists of extraordinary investment advisors who have built a remarkably successful family-based business with a deep connection to their community."