Comprehensive guidance to support your needs

While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits. The point is, each is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.

Day One of the Rest of Your Life

Visualizing what you want in retirement before you get there may lead to greater fulfillment.
Retirement & Longevity

Webinar Replay: Wall Street vs. Main Street

05/11/2021
Chief Investment Officer Larry Adam and other Raymond James strategists hosted an informational event discussing the impact of the coronavirus on the markets.
Markets & Investing

Passing Down a Passion to Your Loved Ones

Thoughtfulness – and planning – will create a legacy that celebrates your life.
Estate & Giving

Make-Whole Calls

05/10/2021
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

A Circle of Care

Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity

Weekly Market Snapshot

05/07/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

05/07/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Weekly Investment Strategy

05/07/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

The April Employment Report

05/07/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

The Economic Impact of President Biden's First 100 Days in Office

"The U.S. economy grew 6.4% during the first quarter – the greatest initial quarter growth for a president since Ronald Reagan," says Chief Investment Officer Larry Adam.
Markets & Investing

The Do’s and Don’ts of Managing Up

Working remotely can add an extra challenge to building effective relationships; conquer it with these tips.
Family & Life Events

Strong Earnings and Stimulus Push Stocks Higher

05/03/2021
April markets end in positive territory, buoyed by stimulus, widespread vaccine adoption and earnings.
Markets & Investing

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Concentric Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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