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Concenture Wealth Management

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Concenture Wealth Management

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10/23/2026

Having enough saved and having steady income are two different things. Plenty of people have the first and have never sat down to build the second.

Robert’s 10-minute masterclass covers the difference in plain English. You’ll learn how to find your own gap number, and how to set up income that holds through a down market. A one-page check-in sheet comes with it, so you can score your own plan while you watch.

Watch it here: https://go.concenturewealth.com/retirement-income-masterclass-1382

10/22/2026

Another birthday to celebrate at Concenture...🎉

Today we're wishing Griffin Rathgeb a very Happy Birthday!

We hope you have a great day and an even better year ahead!

10/20/2026

Help us wish Robert a happy birthday! 🎂

Robert celebrated another trip around the sun on Sunday, and we figured that was a good excuse to look back at some of the moments from this past year.

From busy days at Concenture to everything we've been up to outside the office, there's been plenty to celebrate.

Hope it's another great year ahead! 🎉

10/19/2026

If you give to charity and you’re over 70½ years old, there’s a way to do it that often costs less in tax than writing a check.

A qualified charitable distribution (QCD) sends money straight from an IRA to a qualifying charity. The amount never lands in your taxable income, and once you are subject to required distributions it can count toward satisfying them.

That combination does more than it looks like it does. Keeping the money out of your income can affect your bracket, how much of your Social Security gets taxed, and your Medicare premium 2 years down the road.

The mechanics have to be right though. The money has to move directly from the custodian to the charity, and annual limits apply.

If giving is part of your year-end plan: https://concenturewealth.com/schedule-a-call/

10/16/2026

Your beneficiary designations are the instructions attached to each retirement account and insurance policy, and they override your will.

If the form says one thing and the will says another, the form wins. Nobody finds that out until it is too late to do anything about it.

These forms tend to get filled in once when the account is opened, and then never looked at again.

In the meantime there's been a marriage, a divorce, a birth, a death, or a rollover to a new custodian that reset the field to blank without anyone noticing.

Checking takes about 20 minutes.

Pull up every retirement plan, IRA, life insurance policy, annuity, and any old employer plan you left behind when you changed jobs.

If it’s been more than a few years since you looked, start here:
https://concenturewealth.com/schedule-a-call/

10/15/2026

Hey Dallas... we'd love for you to get to know our team a little better!

As Concenture continues to build its presence in North Texas we're fortunate to have two experienced advisors in the area:

Chris Davis, MBA, CEPA®, and Angela Wascom-Gantt, CIMA®, CPWA®.

Chris and Angela bring decades of experience working with individuals, families, business owners, and executives.

And while their backgrounds and areas of expertise are different, they share the same belief that good financial advice starts with understanding the person sitting across the table.

Whether you're getting closer to retirement, thinking about selling your business, managing investments, or working through a major life change, having someone who understands your full financial picture can make a real difference.

Chris brings extensive experience in business exit planning, liquidity events, and helping business owners prepare for what's next.

Angela focuses on retirement and income planning, investment management, and financial planning, with a particular passion for helping women navigate financial decisions and life transitions with greater confidence.

And while they're both based in the Dallas area, they're backed by our entire Concenture team in Houston, bringing together experience across investment management, tax-aware strategies, estate planning, and more.

Get to know Chris and Angela, learn about who they work with, and see how we're serving individuals and families throughout Dallas-Fort Worth.

🔗 https://concenturewealth.com/dallas-tx/

10/14/2026

Medicare’s annual enrollment window opens tomorrow and runs through December 7. If you’re already on Medicare, this is your one chance this year to change plans.

Plans change even when you do nothing.

Drug formularies, premiums, and provider networks get revised every year, so the plan that fit you last year may not be the same plan come January.

Staying put is itself a decision.

Most people default to it, and a meaningful share end up in a plan that no longer matches the prescriptions they are filling now.

Where we come in is making sure the premiums, the drug costs, and any income-related surcharge are built into your income plan.

If you would like to look at how yours fits: https://concenturewealth.com/schedule-a-call/

10/13/2026

In the fourth quarter the problem is rarely poor judgment.

It’s running out of runway, and taking whatever option is still on the table on the last available day.

About six weeks of lead time is usually what separates a rushed year-end from a calm one.

If something on your list has a December deadline attached to it, October is when it’s still a choice.

10/09/2026

Some highlights from Senior Advisor Karen Heider’s time at Sanctuary Wealth’s OASIS conference... ☀️

From EmpowerHER to hearing Mike Pompeo speak, it was a great few days catching up with familiar faces, meeting new ones, and representing Concenture!

Not a bad few days in Florida!

10/08/2026

As we head into Q4 there’s a lot happening beneath the surface of the markets.

Corporate earnings, oil prices, interest rates, bond yields, and geopolitical risk are all giving investors plenty to keep an eye on. And after a strong year for equities, the final stretch of the year could bring its own set of opportunities and challenges.

That’s why this is a good time to look beyond whether the market is simply “up” or “down.”

Where is earnings growth coming from?
What are higher rates creating on the fixed income side?
Does your portfolio still reflect the amount of risk you actually want to take?

September and October have historically had a reputation for choppier markets, but short-term volatility doesn’t change the importance of having a long-term investment strategy built around your goals.

Address

15377 Memorial Drive
Houston, TX
77079

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Website

https://concenturewealth.com/

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