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Concierge Wealth Management



Concierge Wealth ManagementTM is #YourFinancialConciergeTM- a boutique firm committed to serving the needs of families and individuals seeking independent, objective, panoramic financial planning advice. Generally our clients have roots in the Boston area, with the majority of our clients living within 15 miles of our waterfront office.  With phone and video conferencing and other technology, we also have a network of clients nationwide. We help you Plan, Prosper and EmpowerTM.

Established in 2010, we remain committed to abiding by a standard of ethics and values that mirror that of the CFP® Board of Standards and the Financial Planning Association. Concierge Wealth ManagementTM was founded on traditional values; hard work, loyalty, uncompromising quality, and personal services. When our LPL Financial advisors manage your money, you get all this and more.

We provide our clients with a personal Wealth Concierge to design a personal financial and investment plan based on their life goals. We call it the Plan, Prosper, EmpowerTM approach.

Our goal is to to be Your Financial Concierge™️ by uncovering what is truly important in your lives. We look at money as a tool to help you accomplish your dreams. We are dedicated to flying with you on this journey.

Please consider our financial advisors for your financial needs and experience the difference for yourself.  Our firm’s goal is simple — to improve the lives of our clients by delivering genuinely personal comprehensive financial planning. We believe that there is a tremendous distinction between FINANCIAL PLANNING and INVESTMENT SERVICES. If your current situation precludes you from distinguishing the difference, please contact us for a free consultation. Financial planning services offered through LPL Financial, a Registered Investment Advisor.

* The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019 and 2020 Five Star Wealth Managers. 

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