Client Login2018-11-01T10:02:03+00:00

Client Login

At Concentus Wealth Advisors, we’re all about simplifying your financial life, so we’ve created a number of services to help organize your family’s finances and preserve your legacy.

Secure Document Portal

Access your secure file-sharing folder. This allows our team to easily share files with you and vice versa.

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WealthTrak – Asset Organizer

Keep track of your finances. This organizes and aggregatesall of your family’s financial informationand tracks your Total Net Worth in realtime. You can also analyze your spending and create a budget.

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WealthTrak – Asset Allocation & Performance Reporting

Track your portfolio performance and asset allocation. This provides reporting on the overall performance of your portfolio and current asset allocation. You can also access Portfolio Progress and Fee Summary reports.

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U.S. Securities and Exchange Commission

Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.