Welcome to Concentric

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.

Client Portal

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.

Account Access

Lifetime Wealth Management clients can access real-time account information here or by visiting the Concentric Wealth Management website at http://www.concentricwealthmgmt.com/

Contact Us

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
(513) 338-0083

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 Services^SM, Member: FINRA, SIPC. , Investment Advisory services offered through Avantax Advisory Services^SM, Insurance services offered through Avantax Insurance Agency^SM. 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 Management^SM 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 Management^SM or its subsidiaries. Avantax Wealth Management^SM 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 Services^SM and Avantax Advisory Services^SM are not affiliated with Concentric Wealth Management, LLC.