Concentric Wealth Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 251 Lafayette Cir, Lafayette, CA 94549
- Phone
- (925) 962-1100
- Website
- Searching the web…
- County
- Contra Costa County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
For financial planning in Lafayette, Concentric Wealth Management is here to help. We are a financial planning firm serving individuals and families across Lafayette and the East Bay.
Our work centers on investment guidance, with a careful, thoughtful approach to building and managing portfolios. Clients tell us they appreciate the competence and clarity we bring to their investment decisions.
We take a mindful, long-term view of wealth, aiming to make sure each plan fits the goals that matter most to you. Whether you are just beginning to plan your finances or refining an established strategy, we would be glad to talk with you.
Reach out by phone or stop by our office to start the conversation.
Our work centers on investment guidance, with a careful, thoughtful approach to building and managing portfolios. Clients tell us they appreciate the competence and clarity we bring to their investment decisions.
We take a mindful, long-term view of wealth, aiming to make sure each plan fits the goals that matter most to you. Whether you are just beginning to plan your finances or refining an established strategy, we would be glad to talk with you.
Reach out by phone or stop by our office to start the conversation.