Automated Investment Management with a targeted personal approach tailored to meet your needs.
NEWS & EVENTS
353 Piercy Road | San Jose, CA 95138 | Office: 408.840.4030 | Toll Free: 855.306.8390 | Fax: 408.840.4031 | Map and Directions
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. 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.