Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS®
Principal and Founder - Concierge Wealth Management
Hi, I'm JB, Founder and Principal of Concierge Wealth Management 👋. Using the experience and skills accrued as a financial professional over two decades, I help guide clients at many different stages of the investment and financial planning process.
My first job working in financial services was an internship with Smith Barney during the summer of 2000. That summer internship stoked my passion for financial services and prompted my further study of financial planning at The University of Wisconsin – Madison (Class of 2003). I earned his B.S. in Consumer Science with a Personal Finance concentration. My curriculum was accredited by the Certified Financial Planner Board of Standards, Inc. (CFP® Board) and would ultimately allow me to qualify for the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2010.
Since 2004, I have been helping high earning individuals, families and business owners seeking comprehensive financial solutions and personalized asset management strategies. Prior to founding Concierge Wealth Management, I held the titles of Franchise Owner and Senior Financial Advisor at American Express Financial Advisors (Now Ameriprise Financial).
My focus is working with the next generation of high earning young professionals. If you are reading this you are likely about age 30-45, goal oriented, and looking for a partner to help you move forward. You want solutions to your problems, not to be sold proprietary products. You want your advisor to be your guide and serve as a coach.
Working with the next generation of high earning young professionals, has helped me identify unique needs that Gen X, Ben Y and Gen Z have such as:- Financial Planning that focus on your dreams, wants, wishes and ambitions
- Stock Option Planning
- Consolidating assets across multiple accounts and firms
- Combining finances with a spouse or partner
- Starting Families
- Buying Property
- Managing the impact of Taxes on investments
- Protecting the assets you have worked so hard to accumulate
- Technology so you can reach me via email, text, phone, app or video anywhere in the world
- Coordinating with your existing financial team, such as tax planners and lawyers to reduce friction
- ...And More!