Concierge Wealth Management
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Overview
10 - 49
Employees
ABOUT CONCIERGE WEALTH MANAGEMENT
Personalized Concierge Service
We offer our clients a dedicated Wealth Concierge who will create a customized financial and investment plan tailored to their personal life goals. This approach aims to enhance their confidence in managing their financial aspirations. It is crafted to answer both daily and long-term financial inquiries and is specifically tailored to meet the needs of high net worth individuals and small business owners.
LANGUAGES SPOKEN
English
HIGHLIGHTS
10 - 49
Employees
Services
Focus
Industries
Clients
Services Provided
70% Wealth Management
30% Financial Planning
About the Team
OUR STORY
Established in 2010, Concierge Wealth ManagementTM is a boutique firm dedicated to providing independent and comprehensive financial planning to families and individuals, mainly serving clients within 15 miles of its Boston waterfront office while also extending services nationwide through technology. Their approach, known as Plan, Prosper, EmpowerTM, involves assigning each client a personal Wealth Concierge who crafts tailored financial and investment strategies aligned with their life goals. With values rooted in hard work, loyalty, and uncompromising quality, and guided by standards from the CFP® Board of Standards and the Financial Planning Association, the firm treats money as a means to fulfill dreams. Their advisors, affiliated with LPL Financial, emphasize the important distinction between financial planning and investment services, inviting consultations
Locations
Headquarters
346 Commercial Street
