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
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
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Try these activities to keep your brain sharp.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The true cost of raising a child may be far more than you expect.
Do you have an estate strategy? You should.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know these three personal finance sayings?
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.