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Our Services

Concierge Wealth Management Group is an independent firm providing financial planning that focuses on proactive strategic planning and risk management to help our clients build and maintain their retirement portfolio as they live in retirement.

We predominantly work with affluent clients who are within 10 years of retirement or are retired. Most clients are values-oriented, have families they care about and they seek a stewardship-oriented advisor relationship with a financial firm they can trust to help manage their assets.

We understand that our clients aren’t risk averse; they’re loss averse. They seek to retire based on their definition of success. They seek a firm to proactively manage their portfolios, so they can participate in the upside growth of the market while employing risk management strategies to reduce downside loss.

Our mission puts the client’s interests first. We provide a high level of service and care, to help establish your trust. As your most trusted financial advisor, we offer you a comprehensive plan to help you pursue your financial goals and objectives. This blueprint will take you in the right direction. We’ll continually monitor and evaluate your financial plan and communicate with you in a transparent way, so you’ll know your plan is always up-to-date. And finally, we hold ourselves accountable to helping you take the necessary steps in following your financial plan.

Ongoing Service

Beyond the initial four-step process, Concierge Wealth Management Group provides frequent and proactive communication with clients throughout the year.

Weekly…
Market commentary emails.

Monthly…
Recap of the markets.

Quarterly…
Portfolio performance reports (also available on demand as needed).

Semi-Annually…
First semi-annual meeting: portfolio progress review.
Second semi-annual meeting: discuss and update changes in family, financial, retirement, and estate planning issues.

Ad Hoc…
Meetings with a client’s CPA or estate planning attorney as needed.
Invitations to community educational events on topics relevant to affluent families, including retirement and wealth management.

 

Portfolio Management

Our team follows a disciplined process when it comes to managing your investments. Learn more

 Wealth Planning

Our advisors help our clients establish their goals in life, both short and long term, determine their assets and liabilities, and evaluate their current financial position. Learn more

Risk Management

Concierge Wealth Management Group works with Orange County based and our national insurance specialists to identify areas that could negatively impact your short and long term financial goals. Learn more

Estate Planning

Estate planning takes into consideration your will, trust, and estate you desire to leave for your family and charitable purposes. Learn more

Tax Planning

Our National team of CPA’s can assist you and you CPA with your tax planning needs.
Learn more