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What are Concierge Financial Services?

You have unique needs. You need more than just a “financial advisor.” You need a team that can help you simplify your financial life.

You want a team of professionals who will take the time to thoroughly understand you and your particular goals and wishes. You want those same professionals to, after careful consideration and research, offer clear and practical strategies to help you work toward those goals and wishes. And you want support to help you implement those solutions as smoothly and seamlessly as possible.

Coordinate your financial life

How much better off would your family be if your attorney, accountant, banker, investment advisor, and insurance agent all worked together for your best interests? Bringing this team together to work for you is what we do best.

Consolidate your financial picture

Whenever possible, we will look for ways to streamline and simplify your financial life and to provide you with a clear and concise view of your financial picture on a regular basis. We align your portfolio with your financial plan and work to ensure that both are implemented efficiently and cost-effectively.

Communicate with you regularly

We will spend as much time as is necessary to inform and educate you about financial planning solutions tailored to your specific needs, and we actively communicate with you about changes that may be needed to keep you on track with meeting your goals. We believe that regular communication is key to knowing where you stand, and our team is behind you every step of the way.

Coach you

We want to see you succeed as much as you do. Sometimes simply telling clients not to do something is the best advice. Other times, opportunities may be missed if emotions, instead of facts, drive a decision. When world events or significant life challenges cause concerns, we bring perspective and coach you through them, adjusting your plan as needed.