Financial Advisors
San Jose, CA
Concentrum Wealth Management is an independent financial advisory firm based in San Jose specializing in comprehensive wealth management services for individuals and families. They provide personalized financial planning, investment management, and advisory services designed to help clients build and preserve wealth. The firm focuses on creating tailored strategies aligned with each client's unique financial goals and circumstances.
Ideal for: High-net-worth individuals, families seeking comprehensive financial planning, business owners, professionals looking for personalized investment management
Service area: San Jose and surrounding Bay Area
Independent Advisory Firm: As an independent firm, Concentrum operates without corporate pressures, allowing them to prioritize client interests and provide objective financial advice tailored to individual needs.
Comprehensive Wealth Services: They offer integrated financial planning and investment management services designed to address all aspects of clients' financial lives in one coordinated strategy.
Address: 353 Piercy Rd, San Jose, CA 95138
Phone: (408) 840-4030
Website: concentrumwealth.com
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