Concentric Wealth Management Overview

Financial ServicesCompany

Where is Concentric Wealth Management headquartered?

Concentric Wealth Management is headquartered in Lafayette, California.

What sector is Concentric Wealth Management in?

Concentric Wealth Management is a financial services company.

When was Concentric Wealth Management founded?

Concentric Wealth Management was founded in 2008.

Acquired by MAI Capital Management LLC (Company) on 2025-01-13

Concentric Wealth Management

251 Lafayette Circle,
Lafayette, California 94549
United States,
(925) 962-1100
www.concentric-wealth.com

Concentric Wealth Management provides hundreds of individuals and families with sophisticated, tax efficient, and globally diversified portfolios, as well as comprehensive wealth management services encompassing family wealth transfer and estate planning, tax planning and compliance, risk management and insurance, executive benefits coordination, and business transition planning. Concentric Wealth Management was formed in 2008 and is headquartered in Lafayette, California.

Company Summary

SECTOR

Financial Services

Established

2008

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