Take Control of Your Financial Future with Confidence

Personalized strategies and expert guidance to help you achieve lasting success.

Schedule a Call

IT’S ALL ABOUT YOU

Your Financial Future, Personalized and Ready.

At Concentrum, your goals are at the center of everything we do. Whether you’re looking to grow your wealth, plan for a work-optional lifestyle, or secure your family’s future, we’re here to help you get there.

We start by listening—understanding what matters most to you and creating a financial strategy that aligns with your vision. From building a clear financial profile to setting actionable, future-focused goals, we develop a plan that’s tailored, flexible, and evolves as your life does.

Focused Services for Your Financial Goals

Financial Planning

We provide comprehensive financial planning tailored to your goals, ensuring you have a clear roadmap for your financial future.

Investment Management

Our personalized investment strategies focus on growing and protecting your wealth through disciplined, tax-efficient portfolio management.

Retirement Income Strategies

We help you create reliable income streams for retirement, ensuring you enjoy a comfortable and secure post-work life.

Tax-Efficient Wealth Management

Our approach prioritizes minimizing taxes while maximizing your financial growth, helping you keep more of what you’ve earned.

Estate and Legacy Planning

We assist in preserving your wealth and creating a meaningful legacy for future generations, aligned with your wishes and values.

Risk Management

We identify and address potential risks to your financial well-being, ensuring you and your assets are protected.

Business Financial Planning

We offer strategic financial solutions to help business owners manage cash flow, plan for growth, and secure their business’s future.

“From our family to yours, we’re here to help you build a future filled with confidence and success. At Concentrum, trust and relationships are at the heart of everything we do. Together, we’ll craft a personalized financial plan that reflects your goals and supports your dreams.”

– Jeff and Jay Fong,
Founders of Concentrum Wealth Management

CONTACT US

Office: 408.840.4030

Toll Free: 855.306.8390

Fax: 408.840.4031

353 Piercy Road, San Jose, CA 95138

Map and Directions

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.

Ready to Get Started? Click Here

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.