Giving Back

We volunteer when we can. We take a leadership role. We make an effort every day to make a meaningful difference in the community.

As a Financial Advisory firm that specializes in helping clients achieve what’s most important to them, we understand the importance of community. Concentrum Wealth Management takes great pride in not only helping support great organizations financially, but we also like to pitch in with the work.

We are proud to work with and actively support the following nonprofit organizations:

American Cancer Society – Relay For Life

Relay For Life is the signature fundraiser cancer walk for the American Cancer Society. Relay is staffed and coordinated by volunteers in more than 5,200 communities and 20 countries who give of their time and effort because they believe it’s time to take action against cancer.

For information about this organization, please visit https://www.cancer.org/involved/fundraise/relay-for-life.html

City Year

City Year was founded with a core belief: that uniting and empowering diverse teams of idealistic young people and charging them with addressing some of our country’s most difficult challenges can change the world for the better.

For information about this organization, please visit https://www.cityyear.org

Community Solutions

Community Solutions is a non-profit human services agency serving Santa Clara County and San Benito County since 1972.

For information about this organization, please visit http://communitysolutions.org

Dress for Success San Jose

The mission of Dress for Success is to empower women to achieve economic independence by providing a network of support, professional attire, and the development tools to help women thrive in work and in life.

For information about this organization, please visit  https://sanjose.dressforsuccess.org

YWCA Silicon Valley

YWCA Silicon Valley is dedicated to eliminating racism, empowering women, and promoting peace, justice, freedom, and dignity for all.

For information about this organization, please visit  https://ywca-sv.org

CONTACT US

Office: 408.840.4030

Toll Free: 855.306.8390

Fax: 408.840.4031

353 Piercy Road, San Jose, CA 95138

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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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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.