Concierge Wealth Management is an independent financial services firm headquartered in Boston, Massachusetts, specializing in fiduciary financial planning and wealth management for high-net-worth individuals and families. Founded in 2010 by Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS®, the firm offers personalized concierge services tailored to the unique needs of each client. Their comprehensive offerings include financial planning, investment and asset management, retirement planning, insurance services, tax management strategies, estate management strategies, and financial coaching.