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Ready to Start Investing In Your Future?

At Concentrum, we dedicate tireless energy and focused effort to helping you integrate the elements of your financial life. By considering all of your goals and creating a strategic, holistic plan to achieve them, we seek to take you from point A to where you want to be. Let us help take you farther – contact us today.

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Visit Our California Office

Proud to serve clients across San Jose and the Bay Area with thoughtful, personal financial guidance.

Concentrum Wealth Management
353 Piercy Road
San Jose, CA 95138

Visit Our Arizona Office

Now serving clients in Scottsdale and the Greater Phoenix Area with the same attentive planning and support.

Concentrum Wealth Management
9332 E Raintree Drive STE 140
Scottsdale, AZ 85260

CONTACT US

California Office
353 Piercy Road
San Jose, CA 95138
View Map & Directions

Arizona Office
9332 E Raintree Drive STE 140
Scottsdale, AZ 85260
View Map & Directions

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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About

Services

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.