We help you establish the most appropriate tax-efficient protection & transfer of assets.
We tailor a preservation and protection plan so you can enjoy a well-earned sense of financial strength and security.
We identify your business worth and revenue drivers to facilitate expansion and succession planning.
Vision-driven KPI development.
Socially Responsible Investing Options.
Succession & Exit Strategy.
We meet your unique needs with creative and customized solutions.
Investment Management & Cashflow Analysis.
Strategic & Tax-efficient.
We want to grow our wealth so that we can set sail whenever we want.
I want to ensure my family is left with the income
I am a Financial Advisor seeking innovative solutions for my clients.
Concord Wealth Partners (CWP), Concord Asset Management (CAM), and Trainer, Wright & Paterno (TWP) are three client-centered firms who joined forces to deliver comprehensive financial solutions to clients with intricate financial demands. We have integrated our knowledge and expertise to provide comprehensive solutions to simplify our client's most complex financial scenarios.
If you would like to discuss our process in more depth and the benefits of having a team of experts working for you under the same roof, we would be happy to speak with you.
Each and every day, we show up for our clients. Whether that means answering a late-night phone call or being present in a time of unexpected crisis, we are there. From the day we first opened our doors in 2002, we have strived to become our client’s most valuable resource. Providing objective and unbiased advice to our clients is non-negotiable. We have chosen a fiduciary obligation to our clients to fulfill our mission as a firm and as a family.
We take a proactive approach to accounting and taxes. We don't just look at historical data, we leverage it to help growth-minded business owners stay on top of their numbers. We help them identify and react to financial trends in real-time instead of months after the fact. Ever since we opened our doors in 1972, we've made it our mission to create a truly collaborative and transparent partnership with our clients in even the most complex scenarios.
We go beyond simply providing institutional-quality investment management. We offer in-depth analysis, innovative investing strategies, and cutting-edge technology that allow you to focus on what's important; your clients. CAM prides itself on offering a high-touch level of service and expertise to individual investors and financial professionals looking to be empowered and separate themselves from the herd.
Huntington, West Virginia
"I have been a client of Concord Wealth Partners for approximately 3 years. Before meeting the Lopez family, one of my biggest financial challenges was planning for my children’s academic future. As a young father, I started to feel overwhelmed with how and when to start saving for my children. I now have peace of mind knowing that I have a mapped out financial plan moving forward. I would recommend Concord Wealth Partners not only for their expertise but also their friendly and family-like atmosphere. I am very comfortable talking to them about the future of my family. They have always treated me with extreme kindness and are very helpful with any questions I may have. They offer us a wide range of services and are a joy to work with on a personal and professional level".
— Todd A. Goodson
Goodsons’ Supermarkets Inc.
"The best decision we ever made was to become clients of Concord Wealth Partners. Because of the people at this firm, I was able to quit my job and take care of my husband throughout his illness. Now I am a widow, but I do not worry about finances because I know that this team is looking out for me and the money I have entrusted with them. Even though I loved my career in Real Estate, I had no idea how to invest the money that I had earned. Professional guidance is always the best course of action. Every single person at this firm makes you feel like you are their one and only client. Their team is highly trained in their field of expertise, and I always feel comfortable discussing any issue that comes up either on the phone or via email."
— Pat McDonald
Retired Real Estate Agent
Stephens City, VA.
"The fact that our firm has worked with TWP for three generations is a testament to their ability to lead in an everchanging world. TWP is a vital partner in our business, and we rely heavily on their expertise and advice when making decisions. The partners and staff at TWP are easy to talk to and make complex financial accounting issues easy to understand. Before our relationship with Concord Wealth Partners, we lacked adequate coordination, communication, and planning for our investments with our estate plan and business operations. CWP provided insight during our initial goal-setting meeting, which immediately gave us positive results. CWP and TWP now manage our investments and fully integrate business, estate, and tax planning."
— C.R. Neighborgall, IV
President, Neighborgall Construction Co.
At Concord Custom Wealth Group, we are committed to teaching our youth to understand and cultivate the importance of wealth. How to create wealth, protect it, and pass it on to their own children.
955 West Main Street, Abingdon, VA 24210
126 Garrett Street Suite A, Charlottesville, VA 22902