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
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you find it hard to attain personal life goals, there’s an app for that!
These food myths will really put a drain on your wallet.
What does the Tax Reform and Jobs Act mean for you?
Building wealth requires protection from the forces of wealth destruction.
For many, retirement includes contributing their time and talents to an organization in need.
When you’re married and have children, insurance needs will be different.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
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.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.
A special needs trust helps care for a special needs child when you’re gone.