CONCIERGE WEALTH MANAGEMENT™️ is #YourFinancialConcierge™️ - Our focus is on YOU, the client, making you happy, exceeding expectations and delivering personalized advisory solutions with a smile. We provide our clients with a personal Wealth Concierge to design a personal financial and investment plan based on their life goals. We call it the Plan, Prosper, Empower™️ approach. Our goal is to to be Your Financial Concierge™️ by uncovering what is truly important in your lives. We look at money as a tool to help you accomplish your dreams. We are dedicated to flying with you on this journey. This strategy focuses on helping you become more confident about managing your financial objectives. It is designed to provide solutions to both your everyday and long-term financial questions, and is personalized to address the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Flagship Harbor Advisors, a registered investment advisor. Concierge Wealth Management and Flagship Harbor Advisors are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to www.finra.org and www.sipc.org For a list of states in which I am registered to do business, please visit http://www.conciergewealthmanagement.com Specialties Investment Advice, Retirement Planning Strategies, Protection and Insurance, General Financial Planning, Asset Allocation, Education Planning
