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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.

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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.
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WEALTHTRAK – PERFORMANCE

  • Aggregated Performance and Asset allocation reporting

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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.

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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