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California Office
353 Piercy Road
San Jose, CA 95138
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Arizona Office
9332 E Raintree Drive STE 140
Scottsdale, AZ 85260
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Office: 408.840.4030
Toll Free: 855.306.8390
Fax: 408.840.4031

Why Concentrum?

At Concentrum we take a strategic, holistic approach to building relationships and managing wealth – as we strive to always be there for you and continually provide comprehensive financial solutions.

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Process

Concentrum financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Concentrum office for information and availability.

Concentrum Wealth Management is a Registered Investment Adviser and does not provide tax or legal advice. Advisory services are only offered to clients or prospective clients where Concentrum Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Concentrum Wealth Management unless a client service agreement is in place. Please contact your financial, legal, or accounting professional to determine what may be appropriate for your personal situation.