Financial Concierge Service

The term “concierge” is derived from Latin root words meaning “extra service.”  A traditional concierge is a doorman or front desk person in a hotel or apartment building who takes care of whatever miscellaneous personal services a guest or tenant may need, within reason.  In our firm, “concierge services” means those miscellaneous, finance-related personal services we provide to our clients in addition to actual financial planning.  Basically, we're available to them by cell phone 7 days a week until 9 pm to answer any question and help solve any problem regarding their financial affairs, no matter how big or small. 


The true value of good financial planning is not in the numbers, but in the life that the numbers make possible.  Therefore, we deliver whatever financial-related service our clients need and want, no matter how far “out of the box” it may be, so long as that service furthers the end result of supporting the life they desire.



For a free initial consultation regarding any aspect of your financial affairs or concerns, please call us at 818-995-3500.