Concierge Wealth Management Group is an independent, fee-only Registered Investment Adviser (RIA) firm based in California. The company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its core mission is to provide customized, objective financial planning and investment management to help clients achieve their financial goals. They focus on building long-term relationships and offer services covering retirement planning, investment strategy, and comprehensive wealth management for individuals and families.

Founded in

United States