Concierge Wealth Management helps high-income professionals, families, and business owners simplify complex financial decisions with independent advice, investment management, and tax-smart planning. Based in Boston, with in-person meetings available in Needham for the MetroWest community. Clients praise the firm's easy-to-work-with approach, as well as the advisor's ability to support individuals with varying financial knowledge and needs. The advisor, JB, is described as professional, responsive, and genuinely caring, taking the time to explain financial matters clearly and ensure clients feel informed and comfortable. Clients highlight JB's proactive guidance, from portfolio rebalancing and insurance recommendations to comprehensive financial planning for major life events. The advisor's calm demeanor, deep investment expertise, and dedication to client success have earned him glowing reviews, with clients expressing confidence in his ability to manage their finances and achieve their goals, even in challenging market conditions. Overall, Concierge Wealth Management is lauded for its personalized, client-centric approach, providing high-touch support and tailored solutions to help clients simplify their finances and achieve financial freedom.
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!
