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Concierge Wealth Management

Independent financial planning firm offering investment management and tailored strategies for professionals and families

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About Concierge Wealth Management

Concierge Wealth Management is an independent financial services firm that gives personal financial planning and investment management. It focuses on high-earning professionals but also works with families, individuals and small businesses. The firm stresses getting to know each client before it makes any recommendation.

What Concierge Wealth Management offers

  • Personal financial planning — plans built around the needs of each person, family or small firm.
  • Investment management — ongoing management of client portfolios with independent advice.
  • Milestone strategies — financial strategies designed to change as clients move through life stages.
  • Risk profiling — a short quiz on portfolio size, goals and appetite for risk that produces a Risk Number to guide decisions.

Who it works with

Its clients include high-earning professionals, young professionals, growing families, retirees and small businesses.

Key facts

  • Status: independent financial services firm
  • Approach: holistic planning that goes beyond investment advice alone

Profile written by TrustList from the business's own published information, Sep 2026.

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