Our services are tailored to the unique, personalized needs of each individual, family, or small business. We work objectively with integrity to collaborate with our clients and put their interests first by offering a holistic, all-encompassing approach that goes beyond providing investment advice.
Before making recommendations, we take the time to get to know our clients, utilizing a wealth of resources and technology to craft unique, tailored solutions. Personal investing can be scary, which is why we create a safe and inviting environment, offering our clients choices and flexibility to take control of their financial future.
Before making recommendations, we take the time to get to know our clients, utilizing a wealth of resources and technology to craft unique, tailored solutions. Personal investing can be scary, which is why we create a safe and inviting environment, offering our clients choices and flexibility to take control of their financial future.
Services
About
Report
Concierge Wealth ManagementTM is #YourFinancialConciergeTM - a boutique firm committed to serving the needs of families and individuals seeking independent, objective, panoramic financial planning advice. Generally our clients have roots in the Boston area, with the majority of our clients living within 15 miles of our waterfront office.
Our Philosophy
Report
Our belief is that if you ask twenty different people how to describe financial planning, you'll get twenty different answers. And unfortunately, if you ask twenty financial planners the same question, you'll probably get an entirely different set of answers from them too. We believe that Financial Planning "done right" needs to include conversations around your feelings about money, as much as it needs to include the hard facts about money.
Financial Planning Process
Report
Establishing and defining the client-planner relationship. The financial planner should clearly explain or document the services that will be provided to you and define both his and your responsibilities. The planner should explain fully how he will be paid and by whom. You and the planner should agree on how long the professional relationship should last and on how decisions will be made.
Personal Financial Planning Services
Report
As a firm, we insist on developing a personally crafted customized financial plan to you before any implementation recommendations are offered.
While Wealth Management is a very important part of the relationship our clients build with us, we believe that in order to deliver advice that fits YOU and not a "questionnaire", we need to know as much as we can about our clients so that ultimately we can present strategies that have your best interests in mind.
While Wealth Management is a very important part of the relationship our clients build with us, we believe that in order to deliver advice that fits YOU and not a "questionnaire", we need to know as much as we can about our clients so that ultimately we can present strategies that have your best interests in mind.
Wealth Management
Report
Managing our client's collective wealth is a foundational service that we provide to our existing clients who have initially established a financial planning relationship with us. Every day new investment opportunities make their way into the daily headlines.
We believe that constructing a client portfolio that incorporates effective asset allocation, superior portfolio management and independent research are key determinants in delivering a strategy that best serves the needs of our clients.
We believe that constructing a client portfolio that incorporates effective asset allocation, superior portfolio management and independent research are key determinants in delivering a strategy that best serves the needs of our clients.
Reviews
Be the first to review Concierge Wealth Management.
Write a Review
