A New Experience

from where you are to where you want to be

Trusted Resource

redirecting you to a financially independent life

IT’S OFFICIAL!

We are now proud members of the Concord Custom Wealth Group!

A partnership between Concord Asset Management (CAM), Concord Wealth Partners (CWP), and Trainer, Wright & Paterno (TWP). Three client-centered firms joined forces to deliver comprehensive financial solutions to clients with intricate financial demands. We are a group of over 20 CPAs and Financial Advisors who combined have over 200 years of industry experience.

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ASSET MANAGEMENT PROCESS

Institutional Quality Portfolio Management Built For Investors and Financial Advisors

Concord Asset Management (“CAM”) has developed proprietary investment strategies through a proven and codified diligence process. Our team of investment professionals provides institutional quality solutions directly to investors and financial advisors.

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MEET CONCORD ASSET MANAGEMENT

A Division of Concord Wealth Partners

For thirty years, Concord Wealth Partner’s (“CWP”) mission has been to become our clients’ most valuable resource. CWP launched Concord Asset Management as an extension of this commitment by taking CWP’s investment management in-house while continuing to deliver value-added service to our clients and financial advisors.

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