How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
Keeping You Informed
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more diverse benefits to our clients.Learn More
Understanding Today's Financial Environment
Welcome, we are Concord Wealth Management, a financial organization in Waltham, MA. We understand that individuals face unique challenges as they prepare for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have combined years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Retirees traveling abroad need to know that their health insurance travels with them.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Learn when it may not make sense to file a claim on your home insurance.
Five creative (and inexpensive) ideas for motivating your employees.
For homeowners who think their property taxes are too high, there are ways to appeal.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How do the markets usually react to elections? Was the 2016 election any different?
What is your plan for health care during retirement?
Around the country, attitudes about retirement are shifting.
There are a few things to consider when buying or leasing your next vehicle.
All about how missing the best market days (or the worst!) might affect your portfolio.