Concierge Wealth
No reviews yet · Serves Nationwide · Specializes in Generational Wealth Transfer, High Net Worth Individuals, Multi-generational Families
Financial planner for wealthy widows: one point of contact to untangle and coordinate everything after the loss of a spouse.
Services
- 401(k) & IRA Management
- Cash Flow Planning
- Estate Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Portfolio Management
- Real Estate Advisory
- Retirement Planning
- Social Security Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Monthly Retainer — $1,000–$5,000 monthly
- Managing your assets