Concierge Wealth Management
Financial Planning
Concierge Wealth Management strives to make a difference in the community and is committed to serving the needs of families and individuals seeking independent, objective, unbiased financial planning advice. When our LPL Financial advisors manage your money, you get all this and more. Our firm’s goal is simple — to improve the lives of our clients by delivering genuinely personal comprehensive financial planning. Read more
5 recommendations
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Craig R.
I just started working with JB this year and he has be so helpful in getting my retirement set up. I'm new to saving and he has been very accessible whenever I have any questions He is able to answer anything I've thrown his way. I can tell he is really working for my best interests to make sure I will be set when the time comes. If you're looking for someone that knows their stuff look no more, JB with Concierge Wealth Management is the best!
Original recommendation -
Richard Coulsey
I can recommend Julian as a dedicated person who is very dedicated in his work. I have known Julian for almost ten years, and have found Julian very fair in all the decisions he makes for myself and my wife. Thanks J.B.
Original recommendation -
Tyler B.
JB will provide you with a level of service that you will not get with any other firm. If I had a question late night or on the weekend I could email him and get a prompt response. When I was looking at buying houses, he gave me several high ranking mortgage brokers to speak with.
Original recommendation
If you want to feel like you are a top priority, and not just a number at a big bank, I would highly recommend working with him. -
Paul A.
When my wife and I started looking for a wealth manager, we wanted someone that understood our financial objectives and would manage our accounts accordingly with minimal oversight by us. We are both busy working professionals and while I personally keep a keen eye on the market, I do not have the time to do the necessary research to develop a retirement portfolio that matches our risk profile. That is where JB came in.
Original recommendation
My wife and I started working with JB and Concierge Wealth Management in order to consolidate accounts that we had with a variety of old employers and a different wealth manager. JB was very helpful in working with the other financial institutions to get the funds transferred seamlessly making it a painless process. He then spent several hours with us to outline our goals and develop a portfolio of traditional and alternative investments that met our risk profile. After a year we are happy with JB and the performance of our portfolio relative to the broader market. -
Andrew Bronstein
Julian is a terrific financial advisor - he is very knowledgeable, especially in regards to mutual funds and investment strategies, and he is always responsive to my needs. He also has been proactive in making sure that my portfolio is well-rounded and positioned appropriately - even in these difficult economic times, I have still found my portfolio outperforming the markets on the whole. All credit to Julian's forward thinking and unique approach to asset management. I have recommended him to family and friends many times, and will continue to do so!
Original recommendation
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Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.