Concierge Wealth Management

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.
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.

I will post an update after we have been using Julian for a year or so to let you all know how we feel his money management has worked out for us, but so far I have to say that it has been nothing but a positive experience. I am a nurse and my husband is an engineer so we are a little under educated about financial planning so we really needed help. Julian was able to work with us and put all of our options into easy to understand language so that we could pick and chose what we were comfortable with and start ourselves on a path to (hopefully) future financial stability. I have heard from a lot of people that they «dread» going to their financial advisor, but I have never felt that way about meeting with Julian, it is always an easy and relatively painless experience. We are so grateful for his help and would (and have) reccomend him to anyone!

Julian has been working with my family since 2009 when my father chose to retain JB as his Financial Advisor.
JB’s knowledge and understanding in assisting my father with creating a forward-​looking financial plan with the best interests of my mother, sisters and I in mind upon both his and our mother’s passing proved invaluable.
I cannot thank him enough for the kindness, professionalism, and patience displayed while handling one of the most complicated aspects of dealing with the loss of loved ones.
After everything was signed and the estate had been settled, it seemed only natural to retain JB as my Financial Advisor/​Planner (a.k.a. «my money guy». :))
He has helped me gain a better understanding of how investments work and the concept of actually planning for my financial future, not to mention going out of his way to help me get through a couple of dire situations — including making business calls on a holiday while on vacation so a transaction was properly dealt with in a timely manner.
I would be lost without him and I definitely trust JB’s abilities to handle my finances more than I do my own!

I can’t recommend Julian (JB) highly enough. My husband and I were trying to consolidate our finances and wanted to put together a plan for early retirement. After a few quick meetings, JB help us out with all the decisions, helped us set up accounts to get to our goal, put a realistic plan together and even got all our old 401K’s rolled over. Julian is very attentive and he answered all our questions in a manner that I can understand it. He really is as good as everyone says, and I’m very grateful that we found him by taking the advice from the users of Unilocal.If I was to describe JB I would say that he is a very thoughtful, responsible and knowledgeable financial planner. My advice will be to have a meeting with him and you will understand why we think he is the right person.

I can’t recommend Julian highly enough. My wife and I had no idea what we should be doing with our finances. After a few quick meetings Julian straightened us out, helped us set up accounts to help save for a home, and got all our old 401K’s rolled over. He quickly answers any questions we have for him, regardless of how dumb they are, and always leaves us feeling comfortable and confident in our decisions. He really is as good as everyone says, and I’m very grateful that we found him.

My relationship with Julian began pre-​CWM, and found his services to be of the highest level that I had to bring my accounts over so that I could retain him as my Financial Advisor.
Julian has advised me primarily on investments, specifically Mutual Funds, and my 401K and Roth IRA plans. He has helped to convert company 401k plans when I switched jobs and rolled over previous investment accounts into one simple and easy to manage portfolio.
And most importantly, Julian has provided consistently high levels of service and performance (ie, ROI). I would absolutely recommended Julian and Concierge Wealth Management to all my family and friends.

I have been working with Julian Morris, now with Concierge Wealth Management, for almost 10 years, and would describe him as a kind, thoughtful, responsible, and knowledgeable financial planner. He works hard to ensure his clients make the right decisions to enjoy the present and prepare for the future. I trust him implicitly with my finances, and would encourage others to do the same.

I have been a client of CWM since 2011. I initially approached JB with a myriad of questions pertaining to my 401 K benefits and overall retirement plans. JB took the time to educate me about my options and has made me feel completely supported and well informed throughout this process. Prior to meeting with JB my investments were scattered and not working to my benefit and towards my goals. I now have a much more effective, efficient and consolidated retirement plan that has consistently shown growth. JB is both responsive and professional to work with. I would highly recommend his service, and that of CWM, to anyone for all areas of personal finance management.

I have been working with CWM for over 3 years. They are consummate professionals. When we started working together, I had a 401k sitting with my past employer that I didn’t know what to do with. They started managing it and I have seen consistent returns over the years. They also built me a financial plan towards my future goals. The partner I deal with really knows his business, and always makes himself available for meetings or questions. Prior to working with him I didn’t have a clue. I am