Our Team

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InConcert Financial Group (A TrueNote Copany) is a Bay Area business consulting firm. Our  expertise features a comprehensive range of economic management strategies, including, Wealth Management, Business Consulting, Accounting and Tax Services. Investment advice is offered through TrueNote Investment Advisors, Inc., a registered investment advisor. Heritage Capital is a dba of TrueNote Investment Advisors, Inc. InConcert Financial Group is a dba of TrueNote Investment Advisors, Inc.