Concentrum Wealth Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 353 Piercy Rd, San Jose, CA 95138
- Phone
- (408) 840-4030
- Website
- concentrumwealth.com
- County
- Santa Clara County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you're planning for retirement or looking to grow and protect what you've built, Concentrum Wealth Management offers financial planning tailored to you. We are a financial planning firm based in San Jose, serving individuals and families across Santa Clara County and the wider South Bay.
Our work centers on helping clients see the full picture of their finances and make confident decisions about their future. We take the time to understand your goals, your concerns and your timeline before recommending any next steps.
Our approach is personal and clear, so you always know where you stand and why we suggest what we do.
To learn how we can help with your financial plan, visit our website or call us to schedule a conversation.
Our work centers on helping clients see the full picture of their finances and make confident decisions about their future. We take the time to understand your goals, your concerns and your timeline before recommending any next steps.
Our approach is personal and clear, so you always know where you stand and why we suggest what we do.
To learn how we can help with your financial plan, visit our website or call us to schedule a conversation.