Positive Reviews Summary: Clients have praised Concierge Wealth Management for their personalized financial planning services, with a focus on helping individuals meet both short-term expenses and long-term goals. Clients appreciate the ease of the process, the tailored investment and financial plans, and the feeling of empowerment when it comes to their financial future. The firm's commitment to professionalism, experience, and going above and beyond for their clients has been highlighted in numerous reviews, making them a highly recommended choice for financial consulting. Unique Facts: - Boutique firm based in Boston, offering services nationally through phone and video conferencing - Committed to upholding high ethical standards set by industry organizations - Tailored financial plans based on the Plan, Prosper, EmpowerTM method - Clients receive a Personal Wealth Concierge for individualized service Business Specialty: Concierge Wealth Management specializes in providing independent, objective, panoramic financial planning advice to families and individuals. They focus on helping clients Plan, Grow, and empower them to take control of their financial future. Their LPL Financial Advisors work closely with clients to design personalized investment and financial plans based on their unique needs and goals.