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Concierge Wealth Management
- Investment Service
- Boston, MA
About this business
Concierge Wealth Management is a community based firm committed to serving the needs of families and individuals seeking independent, objective, comprehensive financial planning advice. Generally our clients have roots in the Boston area. and the majority of our clients live within 15 miles of our waterfront office Established in 2010, we remain committed to abiding by a standard of ethics and values that mirror that of the CFP® Board of Standards and the Financial Planning Association. Concierge Wealth Management was found... read more
Location details
346 Commercial Street, Boston, MA, 02109, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:30 p.m. | |
| Tue | 9:00 a.m. to 6:30 p.m. | |
| Wed | 9:00 a.m. to 6:30 p.m. | |
| Thu | 9:00 a.m. to 6:30 p.m. | |
| Fri | 9:30 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We’ve partnered with JB as our trusted financial advisor for many years. He’s both a pro and personally invested in our happiness and financial success. He’s responsive and always easy to get ahold of. Additionally, he’s well networked and has connected us with professionals for other services when needed (i.e tax account, mortgage broker, etc). As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her fut... read more
My wife and I have been working with JB for almost 4 years now. We have been through a pandemic, weak and strong economies, and a couple of employment changes. Along the way, JB has been nothing but supportive in our decisions and helping us both exceed our retirement and kids savings goals. Available at the drop of a hat, we always feel confident that when we make a financial decision, he will be honest and provide both the pros and cons. From someone who was very intimidated to send his hard earned dollars "away", I co... read more
JB has been our financial advisor for 8 years or so, and I recommend him to all of my friends and family. He's the full package - professional, knowledgeable, courteous, and honest. Stop reading reviews and just call him. You won't regret it!
I've been working with CWM and specifically Julian for over two years now, and I can't recommend him more highly. He is attentive, available, clear, and very patient. He is always honest about what he thinks is wise or unwise, but not judgmental, allowing me to make my own choices. CWM allows great transparency into my account with them, which is very helpful. At the onset, Julian said to me he enjoys most accompanying his clients through life and helping build their financial future, while building a long-term relationship,... read more
JB is an amazing FA. Be it that my wife and I were new to investing he took the time to explain so that we can make informed decisions. Both my wife can't say enough about his expertise and availability to answer questions when needed. You can't go wrong when you have JB on your side.
Frequently asked questions about Concierge Wealth Management
How is Concierge Wealth Management rated?
Concierge Wealth Management has a 5 star rating with 13 reviews.
When is Concierge Wealth Management open?
Concierge Wealth Management is closed now. It will open on Monday at 9:00 a.m.