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Concierge Wealth Management

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17 reviews
+1 (617) 600-4676
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Conveniently located in Needham for meetings by special Request
Conveniently located in Needham for meetings by special Request
Our Boston Conference Room
Our Boston Conference Room
Lots of open space and seating options if you want to meet in the Needham Area
Lots of open space and seating options if you want to meet in the Needham Area
Boston office reception area on the North End Waterfront Financial Planning with a view
Boston office reception area on the North End Waterfront Financial Planning with a view
The "Wall of Inspiration" at Concierge Wealth Management shares our philosophy on positive thoughts, being happy and living your dreams.
The "Wall of Inspiration" at Concierge Wealth Management shares our philosophy on positive thoughts, being happy and living your dreams.
Family is Everything. When you hire Concierge Wealth Management, you are part of the Family.
Family is Everything. When you hire Concierge Wealth Management, you are part of the Family.
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.

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Julian B Morris - Concierge Wealth Management

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1 reviews

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Reviews

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5.017 reviews
Photo of James K.
James K.
6/21/2024

I highly recommend JB and Concierge Wealth Management to anyone looking for personalized financial advice and planning. From the moment I reached out to JB to roll over my 401k after starting a...

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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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K S.
12/27/2019

Great experience, fast, thorough and trustworthy. I highly recommend JB based on personal experience with his company.

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Robert S.
6/22/2021

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...

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United States›Massachusetts›Boston›Concierge Wealth Management

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