Laurus Financial Group LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Laurus Financial Group LLC operates in the financial services sector, delivering investment advisory services to individual investors and families. Advisory work is provided through Concurrent Investment Advisors, LLC, an SEC-registered investment adviser, with securities offered via Purshe Kaplan Sterling Investments. The firm traces its history to 2002 when founder R. Hays Englehart established it, expanded in 2012 with the addition of Craig Weinstein, and merged in 2017 with ICS Wealth Management to broaden resources for clients. Based in Walnut Creek, Northern California, Laurus maintains a small team with a long track record in asset management. Its advisory staff spans generations, from Millennials to Boomers, offering a range of perspectives to help clients at different stages of life. The firm emphasizes education, prudent judgment, and integrity as foundations for helping clients move toward financial independence, while pursuing an innovative approach.

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