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Real Assets Adviser

March 2, 2015: Vol. 2, Number 3

Simple Matters: Adviser Eric Flett leveraged an accounting career to serve high-net-worth clients through his Concentric Wealth Management.

Author: Ben Johnson

What started as a gift of stock in Del Monte and U.S. Steel became a life-long passion and, ultimately, the creation of Concentric Wealth Management.

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