Updated November 20, 2023
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Concentrum Wealth Management

Investment Advisor Firm
Total assets under management$413M
Years in business11+

About Concentrum Wealth Management

Concentrum Wealth Management is a financial advisory company that assists a select group of business owners and families with their financial affairs. Their services go beyond managing investments, aiming to create an overall strategy encompassing every aspect of their clients' finances.

What sets Concentrum Wealth Management apart is its dedication to building long-term relationships with its clients. When forming a new partnership, they take the time to truly understand all the aspects of their clients' lives that may be affected by the management of their assets. This includes investments and holdings, trusts, upcoming life events, retirement planning, wills, and much more.

By becoming a partner in their clients' success and fully understanding their specific situation, Concentrum Wealth Management ensures that their investment and wealth management planning is focused on achieving the client's ultimate vision of success. They pride themselves on providing multi-dimensional solutions tailored to each client's goals and aspirations.

Overall, Concentrum Wealth Management offers comprehensive financial advisory services that extend beyond traditional investment management. With an approachable tone and a commitment to understanding their clients personally, they strive to help business owners and families achieve financial success by linking every aspect of their finances to an overarching strategy.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization
  4. Investment Management
  5. Asset Allocation
  6. Estate Planning
  7. Trust Services

More about Concentrum Wealth Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1671514

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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