Our goal at Concierge Wealth Management is to make the dark and scary corner of your finances a safe and comfortable place. We do this by assessing all aspects of your financial situation to make sure they work together and achieve your financial dreams. 

Using our total holistic approach to financial planning, we create efficiencies that work for you. We start by asking the right questions to target all areas in our analysis: 

• What retirement savings do you have?
• Have you protected your family?
• When was your Will last updated?
• Do you have a small business?
• Do you have investment income?
• What type of mortgage do you have?  
• How do you know if your investments have done well?
• Are your investments aligned with your risk tolerance?