Concord is known for independent thinkers. We fit right in.
Call us innovators, disrupters...or leaders. We declared our independence from Wall Street back in 1991 with a “fee-only” relationship model, changing the conversation from what’s good for investment firms to what’s best for clients.
Since that time TWM has continued to innovate by adopting client-focused practices such as endowment-style asset allocation, indexing, low cost and conflict free 401(k) plans, and Personal CFO — a relationship model that puts us on the same side of the table with clients who seek advice on managing their overall net worth.
Whatever changes tomorrow brings, you can be confident that we will continue to lead with foresight and independent thinking, affording clients the best chances of achieving what is most important to them -- financial freedom and peace of mind.