Concentric Private Wealth provides independent wealth management and financial planning services with a focus on behavioral advice. They are located in the Washington DC Metropolitan area and have clients throughout the United States.

Finance

Concentric Private Wealth

Concentric Private Wealth's headquarters in McLean, VA, United States

The Washington office functions as a key hub for client advisory services, supporting clients in governmental and regulatory contexts.

Washington

Katherine Liola

Peter M. Daniels

Peter Daniels

Rick Marx

Rebecca Sanderson

Beca Sanderson

The leadership team at Concentric Private Wealth has a history of working at various financial companies including Ameriprise Financial Services, Inc., Morgan Stanley, TIAA, JPMorgan Chase, and Davis Capital Advisors. They also have experience teaching at the Catholic Diocese of Arlington in Virginia. The team is well-educated, with degrees from Boston College and Hunter College in subjects like communications, philosophy, and German.

Concentric Private Wealth

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Leadership Team

Offices

Concentric Private Wealth

Org chart

Teams

Leadership Team

Offices

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