silicon Valley, California & Scottsdale, Arizona (COMING SOON)
Our experience is your advantage.
For over two decades we have had the privilege to provide comprehensive financial planning solutions to our clients in Silicon Valley, and now we are expanding to the Scottsdale, AZ area.
San Jose - Silicon Valley - Bay Area
For over two decades, we have provided our Silicon Valley clients with an outstanding degree of wealth management services that exceed expectations while fostering the kinds of close relationships that make us an even more effective financial partner.
Scottsdale - Arizona
Concentrum Wealth Management is excited to bring its proven financial planning brand to Scottsdale, Arizona, and the surrounding area. If you would like to find out more about our offerings, please contact us for a free consultation.
Founders Jay and Jeff Fong have a long history of providing successful strategies for prudent wealth and investment management that helps their clients achieve their goals at any stage of their life or career.
The Fong’s have a simple philosophy: Trust is built through long-term relationships. We work with you over time to adapt to your changing needs and help grow and protect your wealth.
“We don’t want to be all things to all people,” says Jeff Fong, “we want to be all things to some people. We are confident that our process, approach, and impeccable service will be a success with clients in Scottsdale.”
We look forward to meeting you!