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.
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.
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.