With customized wealth management solutions from Concentric
Control your personal assets and future financial goals
Plan your finances for the future, with an eye on the present
Effectively manage your business financials and holdings
At Concentric Wealth Management, we understand what it takes to build your wealth for retirement. For years, our Cincinnati-based firm has been focused on educating professionals like you about retirement and estate planning, investing, insurance, and wealth preservation.
We’ll work with you to develop a customized retirement and wealth management plan. Then, we’ll establish concrete financial goals and provide you with the tools and guidance to achieve and preserve everything you’ve worked so hard to achieve.
Our wealth management experts are ready to partner with you today
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member: FINRA, SIPC. , Investment Advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax Insurance AgencySM. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth ManagementSM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value.
Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with Concentric Wealth Management, LLC.
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