Wealth should bring freedom, not confusion. Concierge Wealth Management™️ helps high-income professionals, families, and business owners simplify complex decisions with independent advice, investment management, and tax-smart planning. Based in Boston, with in-person meetings available by special request in Needham for the MetroWest community. ⸻ Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Flagship Harbor Advisors, a registered investment advisor. Concierge Wealth Management and Flagship Harbor Advisors are separate entities from LPL Financial. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL.
JB is an amazing FA. Be it that my wife and I were new to investing he took the time to explain so that we can make informed decisions. Both my wife can't say enough about his expertise and availability to answer questions when needed. You can't go wrong when you have JB on your side.
June 2023
JB has been our financial advisor for 8 years or so, and I recommend him to all of my friends and family. He's the full package - professional, knowledgeable, courteous, and honest. Stop reading reviews and just call him. You won't regret it!
May 2023
I have worked with JB for years and he is extremely knowledgeable and helpful. He has been incredibly helpful in making sure my family has what we need to be financially secure. I recommend him highly!
