Concierge Wealth Management

Concierge Wealth Management is a boutique fiduciary registered investment adviser (RIA) based in Greater Boston, Massachusetts. Founded in 2010 by Julian B. Morris, CFP®, ChFC®, AIF®, AAMS®, CRPC®, CFS®, BFA®, the firm describes itself as built around the idea that high earners deserve a financial partner who coordinates everything, not just manages a portfolio. It serves successful professionals, business owners, and families across Greater Boston with a planning-first relationship, and states that it acts with independence and integrity as a fiduciary, coordinating every aspect of clients' financial lives beyond investment management alone.

Concierge Wealth Management is a boutique fiduciary registered investment adviser (RIA) founded in 2010. According to the firm, it was built around one idea: that high earners deserve a financial partner who coordinates everything, not just manages a portfolio. It was founded by Julian B. Morris, CFP®, ChFC®, AIF®, AAMS®, CRPC®, CFS®, BFA®, after more than a decade in the industry, because he believed clients deserved better. The firm works with successful professionals, business owners, and families across Greater Boston who want a planning-first relationship, and describes its clients as typically in their 30s, 40s, and 50s, earning well, with equity compensation, complex tax situations, growing families, and financial lives that have outgrown a set-it-and-forget-it approach.

Boutique fiduciary RIA offering a planning-first, concierge-style relationship for high-earning professionals, business owners, and families.

• Comprehensive Financial Planning

  Covers financial position, tax planning strategies, risk management, investment management, retirement planning, and estate and business review.

• Life Planning Services

  Includes spending money in retirement, estate planning and wealth preservation techniques, capital preservation techniques, and tax planning and review.

1. 1Concierge Wealth Management | Fiduciary Advisor for High Earners | Greater Boston, MAconciergewm.com
2. 2About Concierge Wealth Management | Fiduciary RIA | Greater Boston, MAconciergewm.com
3. 3Life Planning Servicesconciergewm.com
4. 4Comprehensive Financial Planning | Concierge Wealth management | Boston, MAconciergewm.com
5. 5Concierge Wealth Managementwikidata.org