About Concierge Wealth Management™️
Concierge Wealth Management™️ is a boutique fiduciary practice in Greater Boston, founded in 2010 and led by Julian B. Morris, CFP®. We coordinate the full financial picture for executives, business owners, and families with substantial assets and complicated decisions to make.
The idea behind the firm is simple. Once your financial life reaches a certain size, the portfolio stops being the hard part. The hard part is everything around it: the taxes, the timing, the equity, the estate, and the order you do things in. Most people at that level have several professionals and nobody connecting them.
We act as Your Financial Concierge®, coordinating the moving parts and the professionals around them, so the decisions get made in the right order.
Who Do You Work With?
Executives, business owners, professionals, and families across Greater Boston who want an advice-first relationship. We manage the portfolio, and that is the part most people see, but the advice is what they are actually paying for. 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. Some hold equity compensation at tech and biotech companies. Others own a business they will sell one day, or carry a concentrated position they never set out to build. What they have in common is a tax situation that punishes guessing and a financial life that has outgrown a set-it-and-forget-it approach.
They want a partner who sees the full picture. That is what we do.
What Makes This Practice Different?
No quotas. No proprietary products. No pressure to buy anything.
We act as a fiduciary on the planning and investment side, which means your goals drive the advice. When we implement insurance, like life or disability coverage, we tell you plainly how that works and how we are paid. You always know which hat we are wearing. Most advisors won't put it that directly.
The reason we do both is simple. Your plan doesn't stop at the portfolio, and neither should the person building it. If protecting your family is part of the plan, we can handle it here instead of handing you off.
We handle the complicated parts. Equity compensation and concentrated stock. Tax planning. Selling a business. Retirement income, multigenerational planning, and estate coordination. The decisions where being right matters, and most of them can't be undone later.
Who Is Julian B. Morris?
Julian B. Morris, CFP®, ChFC®, CLU®, RICP®, TPCP®, AAMS®, CRPC®, CFS®, AIF®, BFA®, founded Concierge Wealth Management after starting in the business in 2004, because he believed clients deserved better than what the wirehouse model offered.
Since 2004, he has worked with multiple generations of the same families. The clients who hired him first, then their kids, their parents, their siblings. Staying long enough for that to happen is the whole point.
He has been recognized as a Five Star Wealth Manager every year beginning in 2013. His commentary on equity compensation, taxes, and retirement has appeared in Forbes, TIME, CNBC, Kiplinger, and Yahoo Finance.
Where Are You Located?
Our main office is in Boston, with meetings available in Needham when you want to sit across a table. Most of our client work happens by Zoom, which is why we work with clients nationwide. Where you live matters less than whether we are the right fit.
What Happens Next?
Most of our client relationships last decades. If you have a decision in front of you and want someone to look at the whole picture before you make it, 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.