Broker Check

The Accumulator

Client Centered

You’re at your peak earning years. You’re raising a family. Life is busy. Your retirement plan deserves more attention because it’s not far off.

College costs are looming, you’re facing more responsibility at work and you wish you had more time in your day. You don’t have as much time as you’d like. You know its time to entrust major money decisions to a team who will provide guidance and advise you on strategies and develop tailored solutions built around your needs.

What keeps The Accumulator up at night?

  • I have a good job, but am I saving enough for my future?
  • I don’t have time to manage all the financial stuff in my life.
  • My financial situation is getting complex – I need professional and personal advice.
  • Do I need to worry about my parents? Will I need to support them?
  • College tuition is expensive. What’s the best way for me to help fund these costs?

Does this sound like you?

  • Recently Married Dual Income Household
  • Married Household with Young Children
  • Married Household with Teenage Children

The Accumulator is motivated and ranges in age from late 20's to early 50's.  You're often an emerging leader in an industry, including but not limited to Startups, Tech, Biotech,  Pharma, Health Care and Financial Services.  Your in accountant or attorney may have recommended you to Concierge Wealth Management. Generally you have household income between $250K and $750K, with investable assets between $250K - $1.5mm. You are very busy, but desperately want to spend more time with your spouses and children. You look to hire professionals to delegate and appreciate it when we showcase our ability to proactively take the lead in orchestrating financial issues. You encourage us to build relationships with your accountants, attorneys, human resources contacts, insurance agents and more. You appreciate access to your accounts over the Internet, but honestly, infrequently look at the numbers. You operate more on impulse and often-times have short-lived tempers that are easily defused when facts support your questions.


Have a Question?

Thank you! Oops!