A New Experience

from where you are to where you want to be

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helping redirect you to a financially independent life

The 2024 Concord Financial Forecast

CEO Wade Lopez and CIO Gary Aiken present a thorough financial review, providing insights into the 2024 economic landscape and its potential impact on our clients’ investment portfolios.

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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 its due 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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