“How is Concentrix different from other financial, insurance, investment or wealth advisory firms?”

"How is advice from Concentrix Wealth Advisors different from the advice I get from my Inner Circle of advisors right now?"

Fair questions from prospective clients... and why Concentrix was formed.  One of our founders, Rick Silva, worked for 30 years at the top of the corporate sales management ladder for several industry leaders, overseeing how financial, insurance and wealth advisory services are provided in America.

Rick saw first-hand how...

• advisory services often reflect the interests of the company providing this advice.
• fragmentation of advice from several advisors makes achieving a cohesive, coordinated plan extremely difficult.
• the rapidly growing knowledge base and wide range of solutions make it virtually impossible for any single advisor to keep up.
• even the most prominent wealth advisory firms are too often bureaucratic, stuffy and, while they say they are client-centered, often they, too, are focused on certain specialized solutions where they have expertise and which are the core of their portfolio.
  

Over the last five years, Rick began envisioning a new level of advisory firm unlike any other...

1. unaffiliated with any one service provider – totally independent – so the focus can be entirely on the client...
2. so experienced and in tune with the industry that Concentrix management can identify the premier specialists in each field... and have the reputation to secure privileged strategic partnership relationships with them – the best-of-the-best in every available solution category – ready to bring their specialized expertise and product/service offerings to your customized plan as needed.
3. where only the most highly experienced and caring professionals qualify to be Concentric Personal Advisors – your own world-class "Conductor"  to assemble and orchestrate your exquisitely harmonious and individualized solutions plan.
4. utilizing a proprietary planning model (Concentrix Planning) so collaborative and focused on a client's uniqueness, it is almost profound in its ability to match solution with individual need.

Until now, finding this unique combination of capabilities, planning model and total client-centered relationship building in one firm has been impossible…

…until Concentrix Wealth Advisors.

A connecting revolution

Rick also knew that geography had always been a limiting factor for wealth advisory firms.  Meeting with clients face-to-face to probe, discuss, present and follow-up – to build personal credibility as a trusted advisor – required being close by.

But Rick recognized that, in this new Internet world, every barrier must be removed so clients nationwide, and worldwide, could access the very best specialized solutions available – regardless of geography.

So Rick sought out experts in building distance relationships. Concentrix partners Ken Smith and Larry Masi have mobilized the connecting power of video conferencing, teleconferencing, audio/video e-mail, online meetings, private extranets and webinars to create a new paradigm in wealth advisory services... enabling Concentrix Personal Advisors to earn trust and build intimate relationships around the country and around the globe.

Concentrix is committed to be at the leading edge of this connecting revolution – because it enables us to bring this unique planning model to clients wherever they live or travel.

Adding meaning to your money

And finally, while we provide our unique services to anyone who needs them... we specialize in assisting high-net-worth and/or high-income individuals, couples, families, businesses or organizations that feel a prompting to do something meaningful with their wealth – to make a meaningful difference... to leave a meaningful legacy.

This is what we stand for as a firm.

Concentrix is the new wealth advisory model for this new century… totally unique… totally centered on providing precise answers to your “How can I…” questions.

For a no-obligation discussion of your needs, call 609-653-1220 Ext. 101, e-mail us or simply complete our brief Contact Form.