Concierge Wealth Management - Boston, Massachusetts

Yiting X.

I’ve been working with JB for two years, and it’s been a great experience. He’s professional, punctual, and organized, always setting up regular meetings and keeping track of our conversations. He’s also super responsive, which makes it easy to get my questions answered quickly. On top of that, he’s genuinely personable—he remembers my cat’s name, which most people don’t! Little things like that, along with his solid financial advice, make me feel like I’m in good hands. I’d highly recommend him to anyone looking for a reliable and thoughtful financial advisor.

Jill N.

I've entrusted my finances to JB for over six years, and I couldn't be more pleased with the support and expertise he provides. As someone without a finance background, I really appreciate how JB takes the time to explain financial and investment matters in terms that I can understand. He is incredibly thorough, often using graphs or charts to illustrate his points, and he ensures I feel comfortable and informed before making any decisions.

After each conversation, JB sends me detailed notes, including action items and next steps, which I find incredibly helpful. The tools I use to check the performance of my investments--both the app and website--are user-friendly and intuitive, making it easy for me to stay on top of things.

What stands out most about JB is his responsiveness and genuine care. Whether I email, call, or text, he always gets back to me quickly, and he never makes me feel rushed. In fact, he often goes above and beyond, providing thoughtful advice on my financial situation even outside of our scheduled meetings. His calm demeanor and deep knowledge of investing make him a pleasure to work with, and I always feel confident that he has my best interests in mind.

JB has also been wonderful about personal touches, like wishing me a happy birthday each year and sending holiday cards. It's clear he truly cares about his clients. As my life changes, JB takes the time to review my investments and ensures they align with any new circumstances.

I'm so grateful to have found someone I trust with my finances. It's a relief to know that everything is in the hands of someone so capable and dedicated. I highly recommend JB to anyone looking for a knowledgeable, responsive, and trustworthy financial advisor.

James K.

I highly recommend JB and Concierge Wealth Management to anyone looking for personalized financial advice and planning. From the moment I reached out to JB to roll over my 401k after starting a new job, he has been incredibly attentive and forward-thinking.

JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home. His proactive approach and deep understanding of my financial goals have made a significant difference in my financial stability and future planning.

If you're seeking a dedicated and knowledgeable advisor who truly cares about your financial well-being, JB is without a doubt the best choice. I'm grateful for his expertise and would confidently recommend him to all of my friends and family.

Bridget G.

We’ve partnered with JB as our trusted financial advisor for many years. He’s both a pro and personally invested in our happiness and financial success. He’s responsive and always easy to get ahold of. Additionally, he’s well networked and has connected us with professionals for other services when needed (i.e tax account, mortgage broker, etc). As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her future. We look forward to working with JB in the years to come and would absolutely recommend him to others.

Alex R.

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!

Ryan A.

My wife and I have been working with JB for almost 4 years now. We have been through a pandemic, weak and strong economies, and a couple of employment changes. Along the way, JB has been nothing but supportive in our decisions and helping us both exceed our retirement and kids savings goals. Available at the drop of a hat, we always feel confident that when we make a financial decision, he will be honest and provide both the pros and cons. From someone who was very intimidated to send his hard earned dollars "away", I could not recommend JB enough to help meet your financial goals.

Kathryn C.

I have been working with JB for almost a year now. As someone who knew very little about investments, retirement, and finances in general, I knew enough that I needed guidance. JB is exceptional at explaining options, preparing me for my financial future, and helping me feel in control. I highly recommend him for anyone who feels they want to be better prepared for the future and doesn’t know how to start.

Asaf P.

I've been working with CWM and specifically Julian for over two years now, and I can't recommend him more highly. He is attentive, available, clear, and very patient. He is always honest about what he thinks is wise or unwise, but not judgmental, allowing me to make my own choices. CWM allows great transparency into my account with them, which is very helpful. At the onset, Julian said to me he enjoys most accompanying his clients through life and helping build their financial future, while building a long-term relationship, and it's been clear that he makes every effort to realize this vision.