Personalized Concierge Service
We provide our clients with a personal Wealth Concierge to design a personal financial and investment plan based on their life goals.
This strategy focuses on helping them become more confident about managing their 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.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Boston, MA
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Year founded
Founded 0
1 Locations
- Boston , MA
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