Blog | Concierge Wealth Management

HOW TO GET THE MOST VALUE OUT OF YOUR ADVISOR RELATIONSHIP

Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS® | Wednesday, July 8, 2020

How to get the most value out of your advisor relationship Here are some practical tips to consider as you begin your new relationship with me as your financial advisor. Practical Questions to Ask: What services do you provide? What...

CLIENT UPDATE IN UNCERTAIN TIMES

Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS® | Thursday, June 25, 2020

I hope this finds you safe and healthy. These are unprecedented times for certain. I would like to take this moment to acknowledge the challenges we are facing, and to commend you for holding steady.A quick update on your team:Our...

Color Blind

Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS® | Sunday, May 31, 2020

Please Grow Up Color Blind. This is the hope I have for my two little girls. You know the colors of the rainbow, but the color of a classmates skin is not an issue. Your blindness to color is beautiful and I hope that your generation...