Total Wealth Management

Our complete, hi-touch wealth management service with personal, one-on-one attention to your entire financial picture.

Radius Investment Management

Automated Investment Management with a targeted personal approach tailored to meet your needs.



At Concentrum, we dedicate tireless energy and focused effort to helping you integrate the elements of your financial life. By considering all of your goals and creating a strategic, holistic plan to achieve them, we seek to take you from point A to where you want to be. Let us help take you farther – contact us today.


353 Piercy Road
San Jose, CA 95138

Office: 408.840.4030
Toll Free: 855.306.8390
Fax: 408.840.4031