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Q4 2025 Plan Participant Newsletter

Contact

Concierge Wealth Management

Office: 617-600-4676

Fax: 617-224-0870

346 Commercial Street

Boston, MA 02109

jb@conciergewm.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Flagship Harbor Advisors, a registered investment advisor.

Concierge Wealth Management and Flagship Harbor Advisors are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, IL, MA, MD, MT, NC, NH, NJ, NY, PA, RI, VA, VT.

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