Concierge Wealth Management Commercial St, Boston

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!

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.

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.

Concierge Wealth Management helped guide me with retirement planning for my small business. JB is always available to help and has helped me save and feel confident about investing.

I've worked with Julian for the past 2 years. His service has been exceptional; he is easy to get in contact with and is always professional. Highly recommended!!