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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.
To access your secure file sharing folder, visit: concentuswealth.box.com
WEALTHTRAK – ACCOUNT ORGANIZER
- Customized portal to help organize and track your family’s finances.
- Aggregated Account Information with Budgeting, Intraday Investment Updates, Online Vault for storing documents.
WEALTHTRAK – PERFORMANCE
- Aggregated Performance and Asset allocation reporting
Secure portal to help document, preserve and share your family’s legacy, ensuring a smooth handover of both tangible and intangible assets from one generation to the next.LEARN
If you have not yet received your Username and Password for these sites, please call us at: (610) 994-9190 or Toll-free: (855) 568-1500