Paige Deasy
Wealth Advisor at Concentus Wealth Advisors
- Role
- Wealth Advisor at Concentus Wealth Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Paige Deasy
Concentus Wealth Advisors is an independent Registered Investment Advisor group, proudly…
Experience
Wealth Advisor
Aug 2025 — Present · Newtown Square, PA, US
Concentus Wealth Advisors is a Registered Investment Advisor (RIA), fiercely motivated to provide unmatched, innovative wisdom that can only come from deep experience and a client-first mentality. I have an extensive background in financial planning and specialize in working with CPAs as a Team-Based Model Consultant, helping them reduce risks associated with client referrals, enhance client retention through proactive service, increase client satisfaction and value, expand their expertise by collaborating with top specialists, and drive organic growth by creating a client experience worth sharing. With a focus on integrity, reliability, simplicity, and family, Concentus Wealth Advisors aims to serve as stewards in protecting and growing their clients’ rivers of wealth, while fostering financial freedom.
Education
University of Richmond - Robins School of Business
Bachelor of Business Administration - BBA, Finance
2020
Conestoga High School
High School Diploma
Villanova University
Economics
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