Julian B Morris - Concierge Wealth Management

JB has been handling my finances for years, working with me to meet both near term expenses and long term goals. From little things like helping with individual investments to ensuring retirement accounts are properly balanced, JB handles everything to make sure the process is easy and my portfolio is where it needs to be.

I've worked with Julian for the past 2 years. His service has been exceptional; he is easy to get in contact with and is always professional. Highly recommended!!

Concierge Wealth Management helped guide me with retirement planning for my small business. JB is always available to help and has helped me save and feel confident about investing.

Excellent service. Highly recommend