CommonWealth Concierge

At CommonWealth Concierge we help couples, families, businesses, and individuals talk about money. We are not your typical financial advisory and wealth management practice. We are a couple with backgrounds in finance, law, and psychology who use that combined professional experience to work with you to Discover, Define, and Design your desired financial future. We then help you put your plan into action by harnessing cutting-edge portfolio management. Our goal is for you to live the life that you want to live now and achieve the goals you want to achieve (whether living in a tent and eating canned goods or buying a small island to keep for your own) without undue risk or sacrifice.

Business Categories

Banking/Financ

Website

www.theCommonWealthConcierge.com

Business Specialties

financial advising, wealth management, retirement planning, philanthropic gift planning, estate planning, asset management, life insurance needs, educational savings planning

Business Keywords

retirement planning, 401(k), IRA, asset management, estate planning, gift planning, educational savings

Contact Information

Kate Houck
804-675-2406
kate@theCommonWealthConcierge.com
The Corrugated Box Building
201 W. 7th Street
Richmond, VA 23228