🎙️Exciting news! Concenture's Wealth Strategies Unleashed podcast is set to return in the near future along with additional new types of video content! Take a peek at yesterday's test session with Robert G. Gilliland, CRPC® Managing Director at Concenture Wealth & Callen Campbell enjoying our new setup! What can you expect? 📈More frequent podcast episodes on a regular basis 🖐Episode topics revolved around what viewers want to see more of 👉Practical advice designed to help you achieve financial stability and freedom 🎥An all-new equipment setup that will add extra layers of depth to what you see on your screen 🔗In the meantime, visit our website to get caught up on our previous podcast episodes: https://lnkd.in/guXMUw7Q #Concenture #FinancialStability #FinancialAdvising #PersonalFinance #FinancialFreedom
Concenture Wealth Management
Financial Services
Houston, TX 326 followers
Building Financial Success with Client-centric Commitment, Collaboration & Consistency
About us
Concenture Wealth Management is an independent investment firm and fiduciary dedicated to guiding you toward a prosperous financial future. Based in Houston and founded in 2020, our firm of experienced advisors focus on your unique goals to ensure every decision is tailored to your specific needs and aspirations. Our independence from corporate ownership allows us to provide customized solutions, drawing on a diverse range of resources and partners to deliver conflict-free, personalized advice. We believe that effective wealth management goes beyond finances; it’s about understanding your life and goals, and crafting strategies that support your vision for the future. Our philosophy of client-centric commitment, collaboration, and consistency serves as the cornerstone of every interaction, building a strong foundation of trust and mutual respect. Our team of experienced advisors is dedicated to delivering exceptional service and insightful guidance. To read important disclaimers and discover how Concenture Wealth Management can help you achieve your goals, visit us at concenturewealth.com
- Website
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http://www.concenturewealth.com
External link for Concenture Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Houston, TX
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Financial Planning, Wealth Management, Investment Advising, Legacy Building, Income Strategies, Concierge Services, Retirement Planning, Tax Optimization, Estate Planning, Risk Management, Asset Allocation, Portfolio Management, and Fiduciary Services
Locations
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Primary
15377 Memorial Drive
Suite 340
Houston, TX 77079, US
Employees at Concenture Wealth Management
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Robert G. Gilliland, CRPC® Managing Director at Concenture Wealth
We help busy professionals develop a…
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Karen Heider, CDFA®, Senior Wealth Advisor at Concenture Wealth
We help busy professionals develop a…
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Ryne Ryskoski
M.S. | Director of Marketing @…
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Benjamin LeBoeuf
Associate Advisor with Concenture…
Updates
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Wondering what the markets are like after the latest presidential election news? We're excited to provide an updated election-edition market update! 👉Full Video: https://bit.ly/3W9mHUy Watch Robert G. Gilliland, CRPC® Managing Director at Concenture Wealth & Mike Alexander, CIMA ®️ offer their insights, and cover the current trends, potential shifts, and key factors to keep you informed. 👇Here are the main points: 1️⃣Markets Care About Fundamentals, Not Politics 2️⃣Heightened Volatility Expected 3️⃣Long-Term Perspective is Crucial 4️⃣Rotation Occurs in Market Sectors 🔗Learn more about Concenture and our financial advising services: https://lnkd.in/dqbWijvb #Concenture #FinancialStability #FinancialAdvising #PersonalFinance #FinancialFreedom
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👇Read our latest blog post covering the secrets to know about retirement! 🔗https://bit.ly/3SjkKUu From our podcast episode on retirement strategies, Robert G. Gilliland, CRPC® Managing Director at Concenture Wealth & Karen Heider, CDFA®, Senior Wealth Advisor at Concenture Wealth talk on the commonly heard 4% rule. What should you know about it? 💡It assumes you can adjust your lifestyle and spending each year 🖐️It doesn't account for inflation, making it hard to keep up with rising costs ❗The dollar amount you withdraw can fluctuate, especially after a bad year ➡️ Watch the full podcast episode: https://bit.ly/46dwVbc #Concenture #FinancialStability #FinancialAdvising #PersonalFinance #FinancialFreedom
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Happy Friday! Looking for a quick market update? 👇 Concenture's Chief Investment Officer, Mike Alexander, CIMA ®️ lets us in on the updates and happenings seen from the markets this week including: 1️⃣Former President Donald Trump's assassination attempt 2️⃣Fed rate cuts 3️⃣ NASDAQ's worst day since 2022 🔗More free resources we offer: https://lnkd.in/gp3D3iMK #Concenture #FinancialStability #FinancialAdvising #PersonalFinance #FinancialFreedom
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📉Dealing with a financial setback? It's important to take a step back, and be honest and realistic about what needs to happen next. Start by tracking your expenses and identifying areas where you can cut back. Have you dealt with financial issues? Let us know how you recovered and what you learned! 💡Robert G. Gilliland, CRPC® Managing Director at Concenture Wealth says the steps you need to take to get financial issues solved involve: 1️⃣Identifying & Addressing the Cause 2️⃣Creating & Sticking to a Budget 3️⃣Building & Maintaining an Emergency Fund ➡️ Watch the full episode to learn more about how to emerge from monetary setbacks: https://bit.ly/3Y51Q7A 🔗 Learn about 101 financial advising services we offer: https://lnkd.in/dqbWijvb #Concenture #FinancialStability #FinancialAdvising #PersonalFinance #FinancialFreedom
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💡Do you know where you're going? Make sure you're staying organized with your personal finances! Taking control of things ensures clarity and confidence for your financial future. 👇Let us know what steps you take to be smart with your money! Robert G. Gilliland, CRPC® Managing Director at Concenture Wealth says having a place with all your accounts, documents, and key information can: 1️⃣Offer financial stability 2️⃣Help achieve long-term goals 3️⃣Let you make informed decisions to maximize wealth and security ➡️ Watch the full episode to simplify your financial life: https://bit.ly/3zDltt3 🔗 Learn more about Concenture and our financial advising services: https://lnkd.in/dqbWijvb #Concenture #FinancialStability #FinancialAdvising #PersonalFinance #FinancialFreedom
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⏳💰 Don't let time slip away! Check out our infographic on "The Cost of Waiting to Invest" and learn why starting early is crucial for your financial future. 📈 #Investing #FinancialPlanning
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👶💰 Want to raise financially savvy kids? Check out our latest blog for essential tips and strategies for today's parents! #financialliteracy #parentingtips 🌟 https://lnkd.in/gyQfSqUF
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🎉💸 Celebrate Financial Independence Day with our latest infographic! Discover essential steps to achieve financial freedom and take control of your financial future. 🎆 #Finance #Wealth #WealthManagement
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🛡️💼 Confused about life insurance vs. annuities? Our infographic breaks down the differences to help you make the best choice for your financial future! #insurance #financialplanning 🌟
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