Concierge Wealth Management

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346 Commercial St
Boston, MA 02109
+1 (617) 600-4676
http://www.conciergewm.com
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 founded on traditional values; hard work, loyalty, uncompromising quality, and personal services. When our LPL Financial advisors manage your money, you get all this and more. We call it True Wealth.

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5.020 reviews
Aaron V.
8/31/2025

I've been working with JB for many years now, and I would strongly recommend him for any of your financial planning needs. He has been attentive, personal, and has always had my best interests in...

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Rachel C.
8/5/2025

JB is easy to work with and consistently has gone above and beyond what I expected of a Financial Advisor.  He is able to support both my husband and I through the process despite having very...

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Dan D.
6/5/2025

I've been working with JB for about 2 years, and I couldn't be more impressed. Not only does he provide clear, thoughtful guidance tailored to my goals, but my portfolio performance has exceeded...

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Ikram F.
10/21/2021

Julian has helped us over the last 10 years navigate the complicated world of retirement planning, life insurance and saving for college for our kids and our selves. JB always makes it easy and...

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Aaron M.
8/14/2021

We have been working with JB for a couple of years now. He is extremely knowledgeable in all financial matters, and he has given us advice/guidance in many areas including 401k/IRAs, HSAs, 529...

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