Concierge Wealth Management

Owner & Chief Wealth Concierge providing the following services to clients:
* Comprehensive Financial Planning
* Retirement Planning/Analysis/IRA Rollover Accounts
* Asset Management and Allocation
* Income in Retirement
* Insurance Planning and Needs Analysis
* Portfolio Optimization and Investment Strategies
* Tax Management Strategies
* Estate Planning Strategies
* 401(k) Planning, Implementation and Management for businesses and institutions

Principal, Founder & CEO

Ameriprise Financial Services, Inc

Provided customized financial plans, investment, insurance and retirement solutions for high net worth individuals, families and small businesses.

Franchise Owner/Senior Financial Advisor

CONCIERGE WEALTH MANAGEMENT™️ is #YourFinancialConcierge™️  - My focus is on YOU, the client, making you happy, exceeding expectations and delivering personalized advisory solutions with a smile.  

I provide our clients a personal Wealth Concierge to design a personal financial and investment plan based on their life goals. We call it the Plan, Prosper, Empower™️  approach.  

My 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 dreams.  I am 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. Working together, we will continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.

🌐 ConciergeWM.com
📧 jb@conciergewm.com
📞 (617) 600-4676

Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’  above.
Investment Advice offered through Flagship Harbor Advisors, a registered investment advisor.  Concierge Wealth Management and Flagship Harbor Advisors are separate entities from LPL Financial.

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.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are  properly registered or licensed. No offers may be  made or accepted from any resident of any other state.

CRPC conferred by College for Financial Planning

Specialties: Wealth Planning, Investment Advice, Retirement Planning Strategies, Protection and Insurance, General Financial Planning, Asset Allocation, Education Planning

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