ConcentrixWealthAdvisors was formed by a partnership team motivated by legacy goals. Each has had a 30+ year history of leadership and business success in his field.
Concentrix represents a combined 100 years of commitment to helping hundreds of clients prosper and achieve their financial and life goals.
The Concentrix team is…
- Highly experienced – through many market cycles
- Mature – bringing wisdom and perspective to every engagement
- Family-oriented – strong marriages, successful children, respectful caregivers for aging parents.
- An uncompromising high level of integrity – strong reputations build over many years
- Spiritual – humble, principled, faithful
- Long, sustained client relationships – through thick and thin
As
part of the LegacyLife International family of enterprises,
we define success in terms of social purpose, meaning and fulfillment
rather than riches. - We are motivated by legacy goals – giving back, making a meaningful difference that is sustainable, and mentoring those who follow to live these values
- Philanthropic – a history of community service and supporting charitable initiatives
A percentage of Concentrix profits is dedicated to supporting the LegacyLife
Foundation and the charitable initiatives of our founders.
Headquarters:
1742 Somers Point Road
Egg Harbor Township, NJ 08234
609-653-1220 Ext. 101
Fax: 609-653-0989
E-mail: hq@ConcentrixWA.com
Website: www.ConcentrixWealthAdvisors.com
PA Office:
610-213-4201
E-mail: PA@ConcentrixWA.com
For a no-obligation discussion of your needs, call 609-653-1220 Ext. 101, e-mail
us or simply complete our brief Contact
Form.
