Concentrum Wealth Management has brought together a team of specialists to ensure their clients receive efficient, specialized and friendly service.
We are decision-makers
We draw on the depth of our skill to conduct thorough analysis and design specifically balanced portfolios based on the goals and circumstances of each client.
We are also devoted
We are devoted to our clients, to their businesses, to their families and to their particular visions of the future. We strive to provide an outstanding degree of personal service that exceeds expectations and fosters the kinds of close relationships that can make us an even more effective financial partner.
By striking the proper balance between analytical strategy and truly personal support, we’ve built a practice that specializes in creating comprehensive plans designed to help you move strategically and surely through each goal on the way to your ultimate success.
Meet Our Team
As your financial advisors, we will coordinate the financial planning process for you. We will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future.
Jeffery E. Fong, CFP®
Jay C. Fong, CFP®
Glenn Young, CFP®, CDFA®
Lance Pieper, CFP®, CDFA®
Nick Simonian, MBA
How we can help
Financial Planning with Concentrum Wealth Management
We provide comprehensive financial planning. If we develop a successful working relationship, we can help you to achieve your goals.
Financial planning is an ongoing process of preparing for and reacting to Critical Financial Events. They can be as diverse as retiring, receiving an inheritance, or buying a new home. Our resources and expertise help you to prepare for such events so that you can achieve your financial and lifestyle goals.
During our initial meeting, we will discuss your goals and objectives, and our approach to financial planning. The purpose of this meeting is for each of us to determine whether or not there is a fit for us to work together. In our experience, this is the foundation of a solid long-term relationship.
Our Other Professional Resources
Because your financial situation is often complex, we typically work directly with other professionals to design and implement the strategies that will help you to achieve your goals. We rely on a network of professionals who provide technical advice as required. The professionals our group works with include:
- Estate Lawyer
- Certified Public Accountant
- Mortgage Broker
- Real Estate (Commercial and residential)
- General Insurance
Keys to a Successful Relationship
What You Can Expect
You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.
- Treat you with respect, honesty, and dignity.
- Act as your advisor, putting your interests first.
- Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk, and your time frame.
- Explain the implications of the strategies we propose.
- Update you by email, mail, and phone.
- Meet with you regularly to review your Personal Financial Organizer.
What I Can Expect
Effective communication and mutual respect are essential to a successful partnership, so we expect:
- Complete disclosure
We expect you to understand that our recommendations are always based on your best interest. As our client, you need to know that all investment, tax, estate and insurance advice will be based on the information you provide to us. We expect you to participate enthusiastically in the financial planning process.
Working together is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies, and we will agree to take the time to regularly review your Personal Financial Organizer. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect, and understanding.