Concierge Wealth Management

Boston, United States

5

9 reviews

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Description

Specialties

Concierge Wealth Management is a community based firm committed to serving the needs of families and individuals seeking independent, objective, unbiased financial planning, investment and insurance advice.

Generally our clients have roots in the Boston area and the majority live within a 25 minute commute to our waterfront office, where we provide validated parking.

Concierge Wealth Management services provided to clients include:

* Retirement Planning/​Analysis/​Rollovers

* Asset Management and Allocation

* Income in Retirement

* Comprehensive Financial Planning

* Insurance Planning and Needs Analysis

* Portfolio Optimization and Investment Strategies

* Tax Management Strategies

* Estate Planning Strategies

* Set up of Small Business retirement plans, including 401(k), SEP, SIMPLE.

* Customized and interactive client website to help you track your financial information and goals

If you wish to contact us, please either use the «Speak To An Advisor» or «Become a Client» area of our website. You can also directly call: (617) 600‑4676

Our first meeting with you is complimentary.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/​SIPC.

History

Established in 2004.

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.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am/​we are registered to do business, please visit our website.

Meet the Business Owner

Julian M.

Business Owner

Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS® is the Managing Director and Founder of Concierge Wealth Management

As a CFP®, Julian has served the needs of individuals, families and business owners seeking comprehensive financial solutions and personalized asset management strategies since 2004.