Concentric Wealth Management LLC

Concentric Wealth Management LLC is a wealth management firm based in Lafayette, California. As a limited liability company, the firm employs 12 people and generates annual revenue of $1 million. Concentric Wealth Management specializes in providing personalized wealth management services to a select clientele in the East Bay region. Their focus is on building strong, lasting relationships with clients, understanding their individual financial aspirations, and crafting tailored strategies to help them achieve their goals. The firm distinguishes itself by prioritizing personalized attention and a dedicated approach to client service. By limiting their client base, Concentric Wealth Management ensures that each client receives the individualized care and support they need to navigate their financial journey. To learn more about Concentric Wealth Management and their services, visit their website at concentric-wealth.com.