Your life, goals, vision, & future

Concentrum’s Wealth Management service isn’t just about your investments. It’s about your life, your goals, your vision, and your future. Concentrum Wealth takes great pride in the long-term relationships we build with our clients. When we form a new client partnership, we take the time to learn about all the aspects of your life that affect, or are affected by, the management of your assets. This includes your investments, holdings, trusts, upcoming life events, early or late retirement planning, wills and much more. By becoming a partner in your success and understanding your specific situation, we can ensure that our Investment and Wealth Management planning is focused on achieving your ultimate vision of success.

Our Capabilities

Financial Planning

  • Stock Options Analysis
  • Education Planning
  • Income Reporting
  • Estate Planning
  • Retirement Planning

Retirement Planning

  • Common & Preferred Stocks
  • Bond – Government, Corporate & Municipals
  • Certificates of Deposit (CDs)
  • Equity Structured Products
  • Structured Portfolios/UITs
  • Mutual Funds
  • Money Market Funds

Business Services

  • Retirement Plans: 401(k), Profit Sharing
  • Pension, SEP
  • Deferred Compensation Plans
  • Executive Financial Services
  • Stock Plan Services
  • Key Man Insurance

Insurance Planning

  • Philanthropic Gifting for Tax Planning
  • Life Insurance Trusts
  • Annuities
  • Long Term Care Insurance
  • Disability

Asset Management Services

  • Access to Top Professional Money Managers
  • Mutual Fund Advisory Programs
  • Allocation Advisors
  • ETF Strategy

Estate Planning

  • Estate Preservation Services
  • Term Insurance
  • Whole Life Policies
  • Second-to-Die Insurance for Estate Taxes

family law Planning

  • Create detailed pre and post-divorce budgets
  • Analyze various settlement options
  • Provide attorneys with comprehensive reports and tools for settlement negotiations
  • Develop creative options for financial planning strategies