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
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
A collection of tips from professional travelers.
Second marriages are a trigger event to revisit any existing estate strategies.
Life insurance proceeds are generally tax-free. But not in all cases.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Your credit score may influence how much you pay for auto and home insurance.
Here are some simple and inexpensive energy-saving tips that may help you save money.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, cracking the code on bonds.
Here’s a quick guide to checking to see if you have unclaimed money.
There are a few things to consider when buying or leasing your next vehicle.
A special needs trust helps care for a special needs child when you’re gone.