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
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 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.
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.
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.
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 (14)
Aaron M.
Aug 14, 2021
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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 plans, insurance, estate planning, real estate, mortgages, and even taxes (JB actually corrected a financial tax error that my CPA had made!). He devised an investment strategy for us tailored to our specific short- and long-term goals which has to date performed excellently, both in an absolute sense and relative to the indexes.
JB does an amazing job at making you feel you are important to him. More than
JB does an amazing job at making you feel you are important to him. More than
Robert S.
Jun 23, 2021
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JB has been handling my finances for years, working with me to meet both near term expenses and long term goals. From little things like helping with individual investments to ensuring retirement accounts are properly balanced, JB handles everything to make sure the process is easy and my portfolio is where it needs to be.
Kayla Comalli
Jun 20, 2021
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JB has been invaluable throughout a highly sensitive acquisition with my startup. His professionalism, experience, and commitment to my preferences qualified as going above and beyond the line of duty. In addition, his advice re: areas from house purchases to high risk asset-backed loans has kept me on track with a fantastic value:safety ratio. Highly recommend.
Annalisa Oswald
Jun 03, 2021
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I've worked with Julian for years and he has helped me in so many areas of financial planning. He helped organize my portfolio of many rolled over 401Ks, walked me through some big financial changes, plan for retirement and save for a home. Throughout, he has been a trusted advisor every step of the way. I cannot say enough good things about him and his services. He explains everything in detail and makes you feel empowered about money and your financial future. Highly recommend!
Meghan J.
Sep 20, 2018
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I just started working with JB this year. I switched jobs and didn't know what to do with the retirement account that I had started, and I didn't know the first thing about investing. He made the process simple and pain free. He is always available for a phone call or email whenever I have a question. I have no worries about the investment path he has chosen for me based on our conversations about my long term goals. I am confident that he will continue to actively pursue the best investment path for me. I would recommend JB to my family and friends without hesitation!!
Samantha B.
Sep 20, 2018
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Working with JB has been great! He is knowledgeable, trustworthy, and accessible. I know I can go to him with any kind of question and I will get a prompt and clear answer. His expertise has been really valuable and I appreciate how invested he is in his clients. He has helped my husband and I get our finances in order and has helped us start planning for the future which we are so grateful for! I would highly recommend JB.
David J.
Sep 14, 2017
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JB is great. My wife and I were recently married, recently new home owners, and eternally behind on getting our financial house in order. We had old 401ks from prior jobs here and there, a DIY investment strategy for my IRAs/Roth IRAs that I had no confidence in, and a general lack of clarity on what we should be doing.
JB fixed all of that, and it's a huge relief. With his help and guidance, I feel like we actually know what we're doing now. He's always eager to help and explain, and has infinite patience for our questions even when they're silly or kinda naive.
I
JB fixed all of that, and it's a huge relief. With his help and guidance, I feel like we actually know what we're doing now. He's always eager to help and explain, and has infinite patience for our questions even when they're silly or kinda naive.
I
Tyler B.
May 04, 2016
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JB will provide you with a level of service that you will not get with any other firm. If I had a question late night or on the weekend I could email him and get a prompt response. When I was looking at buying houses, he gave me several high ranking mortgage brokers to speak with.
If you want to feel like you are a top priority, and not just a number at a big bank, I would highly recommend working with him.
If you want to feel like you are a top priority, and not just a number at a big bank, I would highly recommend working with him.
Paul A.
Mar 15, 2015
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When my wife and I started looking for a wealth manager, we wanted someone that understood our financial objectives and would manage our accounts accordingly with minimal oversight by us. We are both busy working professionals and while I personally keep a keen eye on the market, I do not have the time to do the necessary research to develop a retirement portfolio that matches our risk profile. That is where JB came in.
My wife and I started working with JB and Concierge Wealth Management in order to consolidate accounts that we had with a variety of old employers and a different wealth
My wife and I started working with JB and Concierge Wealth Management in order to consolidate accounts that we had with a variety of old employers and a different wealth
Cori H.
Feb 16, 2015
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UPDATE AS PROMISED: We have been using JB as our financial advisor for the last three years. We are super happy!!!! He has helped us get on track for college savings and retirement but also is able to help us understand what we need for our own personal goals and how to get there. Most importantly he is really good at reaching out and making sure we are happy with his service. As a mom of a 4 year old and newborn I REALLY appreciate that he keeps in touch to remind me of our meetings and make sure we aren't letting anything slide - which is soooo easy to do with little kids!! We really are
Lee R.
Aug 28, 2014
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I can't recommend Julian highly enough. My wife and I had no idea what we should be doing with our finances. After a few quick meetings Julian straightened us out, helped us set up accounts to help save for a home, and got all our old 401K's rolled over. He quickly answers any questions we have for him, regardless of how dumb they are, and always leaves us feeling comfortable and confident in our decisions. He really is as good as everyone says, and I'm very grateful that we found him.
Digi B.
Jul 25, 2014
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My relationship with Julian began pre-CWM, and found his services to be of the highest level that I had to bring my accounts over so that I could retain him as my Financial Advisor.
Julian has advised me primarily on investments, specifically Mutual Funds, and my 401K and Roth IRA plans. He has helped to convert company 401k plans when I switched jobs and rolled over previous investment accounts into one simple and easy to manage portfolio.
And most importantly, Julian has provided consistently high levels of service and performance (ie, ROI). I would absolutely recommended Julian and Concierge
Julian has advised me primarily on investments, specifically Mutual Funds, and my 401K and Roth IRA plans. He has helped to convert company 401k plans when I switched jobs and rolled over previous investment accounts into one simple and easy to manage portfolio.
And most importantly, Julian has provided consistently high levels of service and performance (ie, ROI). I would absolutely recommended Julian and Concierge
Andrea H.
Dec 01, 2013
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I have been a client of CWM since 2011. I initially approached JB with a myriad of questions pertaining to my 401 K benefits and overall retirement plans. JB took the time to educate me about my options and has made me feel completely supported and well informed throughout this process. Prior to meeting with JB my investments were scattered and not working to my benefit and towards my goals. I now have a much more effective, efficient and consolidated retirement plan that has consistently shown growth. JB is both responsive and professional to work with. I would highly recommend his service
Ariana Z.
Nov 13, 2013
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I have been working with CWM for over 3 years. They are consummate professionals. When we started working together, I had a 401k sitting with my past employer that I didn't know what to do with. They started managing it and I have seen consistent returns over the years. They also built me a financial plan towards my future goals. The partner I deal with really knows his business, and always makes himself available for meetings or questions. Prior to working with him I didn't have a clue. I am
