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Concierge Wealth Management

Concierge Wealth Management is a community based firm committed to serving the needs of families and individuals seeking independent, objective, comprehensive financial planning advice. Generally our clients have roots in the Boston area. and the majority of our clients live within 15 miles of our waterfront office.

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 Management 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 call it True Wealth...all that money can’t buy and death can’t take away. Our goal is to help our clients find True Wealth by uncovering what is truly important in their lives. We are dedicated to taking you on this journey.

Our goal at Concierge Wealth Management Group is to be your most trusted financial advisor through our professional knowledge, our integrity and our personalized wealth management service.

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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