About Concierge Wealth Management Group
Located in Irvine, California, Concierge Wealth Management Group provides proactive wealth management for affluent individuals & families in the greater Orange County area, as well as Los Angeles and San Diego. Working with affluent individuals and families approaching or living in retirement, Concierge Wealth Management Group's team of wealth advisors seeks to help clients successfully live in retirement, & manage their portfolios so they can participate in the upside of the markets while avoiding large losses.
Min project size
50,000+
Hourly rate
50 / hr
Employees
2
Locations
United States
Year founded
Founded 2014
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