CONCIERGE WEALTH MANAGEMENT ™️
Claude responded: ---
Concierge Wealth Management is a boutique fiduciary RIA founded in 2010 and built around one idea. High earners deserve a financial partner who coordinates everything, not just manages a portfolio.
We work with successful professionals, business owners, and families across Greater Boston who want a planning-first relationship. Someone who knows their name, understands their life, and is there before the big decisions get made.
Our clients tend to be in their 30s, 40s, and 50s. They earn well. They have equity compensation, complex tax situations, growing families, and financial lives that have outgrown a set-it-and-forget-it approach. They want a partner who sees the full picture.
That is what we do.
Julian B. Morris, CFP®, ChFC®, AIF®, AAMS®, CRPC®, CFS®, BFA® founded Concierge Wealth Management after more than a decade in the industry because he believed clients deserved better than what the wirehouse model offered. No quotas. No proprietary products. No conflicts. Just a fiduciary relationship built around your goals.
We are based in Boston with on-demand meetings available in Needham, and we serve clients across Greater Boston and nationwide via Zoom. We have been recognized as a Five Star Wealth Manager every year since 2013.
If you are looking for an advisor who will treat your financial life with the same seriousness you do, we would like to meet you.
* 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, 2020, 2021, 2022, 2023, 2024, 2025 and 2026 Five Star Wealth Managers.