Concentus Wealth Advisors

John Liberatore is a CFP® with seven years of industry experience, currently serving at Concentus Wealth Advisors since 2016. Prior to joining Concentus, he was affiliated with Villanova University from 2012 to 2016. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified investment approach with ongoing portfolio supervision and uses multiple analysis methods to implement various strategies tailored to client needs.

Erik Strid is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Concentus Wealth Advisors. He has been with Concentus and Purshe Kaplan Sterling Investments since 2014. Strid is also the author of two books, *Clarity* and *Explorers*, and serves as a trustee for the J Wood Platt Scholarship fund. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering investment management, financial planning, and consulting services. The firm emphasizes continuous portfolio supervision with diversified allocations and employs multiple analysis methods alongside long-term and short-term trading strategies tailored to client-specific needs.

Nathan Hayward is a CFP® and ChFC® with 19 years of experience in financial advisory. He has been with Concentus Wealth Advisors since 2014, where he serves as a client relationship manager. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified and multi-method investment approach, offering discretionary portfolio management and customized planning modules across tax, estate, insurance, debt, and retirement areas.

Patrick Johnson is a CFP® and ChFC® with five years of experience in financial advising. He has worked at Concentus Wealth Advisors since 2021 and previously held roles at The Vanguard Group and DoorDash. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities with investment management, financial planning, and consulting. The firm employs diversified portfolio strategies and multiple analysis methods while accommodating client-specific constraints.

Paul Strid is a financial advisor with Concentus Wealth Advisors in Newtown Square, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Concentus Wealth Advisors since 2014. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities by providing investment management, financial planning, and consulting services. The firm employs a diversified, multi-method investment approach and offers discretionary portfolio management along with customized planning modules.

Paige Deasy is a financial advisor at Concentus Wealth Advisors with one year of industry experience. She holds the Series 66 designation and previously worked at Bernstein Private Wealth and Morgan Stanley. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering investment management, financial planning, and consulting services. The firm employs diversified portfolio strategies and multiple analysis methods while accommodating client-specific constraints.

Andrew Brewster is a financial advisor at Concentus Wealth Advisors with four years of industry experience. He holds the Series 65 designation and has worked at Concentus Wealth Advisors since 2023, following roles at Forefront Analytics and Gkfo, LLC. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities with investment management, financial planning, and consulting. The firm’s approach includes diversified portfolio supervision using multiple analysis methods and a variety of investment strategies tailored to client-specific needs.

Garrett Roach is a financial advisor at Concentus Wealth Advisors in Newtown Square, PA. He holds Series 63 and Series 65 licenses and has recently begun his career in the industry. Prior to joining Concentus, Garrett was involved with the Yacht Club of Stone Harbor in various roles over multiple years. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities with investment management, financial planning, and consulting. The firm employs a portfolio supervision approach focused on diversified allocations and uses multiple analysis methods to implement a range of investment strategies tailored to client needs.

Thomas Greco is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Concentus Wealth Advisors since 2014. He holds Series 63 and Series 66 licenses and is based in Newtown Square, PA. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified investment approach with multiple analysis methods and offers customized planning modules across various financial areas.