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

Katherine Liola

Rebecca Sanderson

Peter Daniels

Rick Marx

Beca Sanderson

The executive team at Concentric Private Wealth has a history of working in the financial advising industry. They have worked at companies such as Armstrong Fleming and Moore and Ameriprise Financial Services, Inc. They have also received education from institutions such as Boston College.

CEO and Executive Team

Leadership Team

Founding Team

CEO and Executive Team

About

Team members

Other teams at Concentric Private Wealth

Leadership Team

Founding Team