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
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Four vacation destinations you might never have thought of.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Five strategies for managing your student debt.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What is your plan for health care during retirement?
Here’s a crash course on saving for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
All about how missing the best market days (or the worst!) might affect your portfolio.