Concentrum Wealth Management

Introduction: Concentrum Wealth Management specializes in assisting a select group of business owners and families with their financial affairs. We serve as multidimensional providers for our clientele, making certain every aspect of their finances is linked to an overall strategy. As your financial advisor, Jeffery will coordinate the financial planning process for you. He will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future. His specialties are comprehensive financial planning, private wealth management, retirement plans for business owners, business succession planning, and account aggregation. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(r) -- Certified Financial Planner (TM) and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.