Concierge Wealth Management

Concierge Wealth Management We provide our clients with a personal Wealth Concierge to design a personal financial and investment plan based on their life goals.
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CONCIERGE WEALTH MANAGEMENT� is � - Our focus is on YOU, the client, making you happy, exceeding expectations and delivering personalized advisory solutions with a smile. We call it the Plan, Prosper, Empower� approach. Our goal is to to be Your Financial Concierge� by uncovering what is truly important in your lives. We look at money as a tool to help you accomplish your d

reams. We are dedicated to flying with you on this journey. This strategy focuses on helping you become more confident about managing your financial objectives. It is designed to provide solutions to both your everyday and long-term financial questions, and is personalized to address the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.

Fall vibes are rolling in 🍂 and this week had me connecting dots between music, tech, and why some investors are more co...
09/12/2025

Fall vibes are rolling in 🍂 and this week had me connecting dots between music, tech, and why some investors are more confident than they should be. Here are five quick takeaways in JB's FIVE BULLET FRIDAY ◎◎◎◎◎

JB'S FIVE BULLET FRIDAY ◎◎◎◎◎ TGIF 🥳 Hope you're easing into fall 🍂 1️⃣ JOE RUSSO'S ALMOST DEAD ⚡️💀🥀 • Saw these guy last night at MGM in the Fenway 🏟️ • Here's the thing, they play Grateful Dead songs 🎸, but they're not trying to sound like them • It's ro...

A disability could keep you from work and increase costs. How can you protect yourself?
08/14/2025

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

There are four basic steps to calculating the value of an estate.
08/13/2025

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

It isn't whether you should have auto insurance - it's what kind you should have.
08/12/2025

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
08/11/2025

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

If you died, what would happen to your email archives, social profiles, and online accounts?
08/10/2025

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

Three tips for giving smart from the heart.
08/08/2025

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

There are ways to protect your business in the event of your death or the death of a partner.
08/07/2025

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for ...
08/07/2025

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for the first time. While the Fed held rates steady, consumer spending powered the economy to 3% growth. Back-to-school season is here - families are expected to spend nearly \$39 billion getting kids ready for the new academic year.

Concierge Wealth Management provides fiduciary financial planning and wealth management for high-net-worth individuals in Needham, Metro West MA, Boston, and Greater Boston MA.

Many have heard they should avoid probate; do you understand what probate is and how it works?
08/06/2025

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Address

346 Commercial Street
Boston, MA
02109

Opening Hours

Monday 9am - 6:30pm
Tuesday 9am - 6:30pm
Wednesday 9am - 6:30pm
Thursday 9am - 6:30pm
Friday 9:30am - 4pm

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