CONCERT Wealth Management, Inc.

Investment ManagementCalifornia, United States51-200 Employees

CONCERT Wealth Management is a Registered Investment Advisory firm based out of San Jose, California with over 100 financial advisors and partner firms across the country. We pride ourselves on giving our Advisors the flexibility to serve clients independently. We do not have proprietary financial products for our advisors to sell. Instead, we leverage competitive partnerships with the best firms and products in the industry so that the best solution for individual financial needs is always available to the advisor. We offer integrated financial planning-based investment solutions to help meet the unique needs and challenges of individuals and families, business owners, institutional clients, and high net worth clients. Utilizing our comprehensive solutions-based platform, CONCERT advisors offer products and services tailored to specific current and future financial needs. Our tools allow us to develop a long-term financial strategy designed to protect and manage assets, prepare income needs in retirement, and facilitate the transfer of wealth in a tax-efficient manner. Connect with our parent company, CONCERT Global, on Twitter! https://twitter.com/CONCERTGlobal

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