Concord Wealth Management

Concord Wealth Management CWM was founded with the goal of assisting our clients in every aspect of their financial lives through education, guidance, and discipline.

Our Commitment
Our staff consists of experienced professionals with a hands-on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there,

and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our Philosophy
Our company is based on the principle that education and understanding your current financial situation are vital to successfully making prudent decisions concerning your future financial condition. Our Values
Integrity
Service
Expertise
Relationships
Commitment

Trusted and Knowledgeable Advice
We pride ourselves on our ability to provide exceptional advice to our clients. Whether your needs fall in estate planning, protection planning, or asset management*, we have experts in all areas. Our advisors have a continuous focus on understanding the most current strategies, products, and economic environment. At Concord Wealth Management, you can count on advice that is smart, effective, and always in your best interest. Personalized Approach
We take the time to understand what is important to you. We know that every client is different and developing a plan that you like and are comfortable with is as important as developing one that works. Proactive and Timely Service
An essential piece of achieving financial success is monitoring progress and adapting your plan as your needs change. In the ever-changing and fast-moving world we live in, we recognize the importance of proactive planning. Our advisors will navigate you turn by turn to ensure you take the quickest and safest route to reach your destination.

Every year since 1947, the U.S. President pens an economics textbook.
10/18/2023

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Do you know what your needs are, when you’re married, with children?
10/16/2023

Do you know what your needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
10/09/2023

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

What should you look for in a personal finance app?
10/06/2023

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile.
10/04/2023

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile.

This questionnaire will help determine your tolerance for investment risk.

Consider preparing for 30 years in retirement. Are your assets ready?
10/02/2023

Consider preparing for 30 years in retirement. Are your assets ready?

Estimate your monthly and annual income from various IRA types.

What does it actually cost to raise a child? You might be surprised.
09/27/2023

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Even low inflation rates can pose a threat to investmentreturns.
09/25/2023

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

Here are 4 unexpected locations that make great places to your .
09/22/2023

Here are 4 unexpected locations that make great places to your .

Here are 4 great, and sometimes unexpected, places to raise a family.

What do you think your will be like? Attitudes are changing, and many are working in their
09/20/2023

What do you think your will be like? Attitudes are changing, and many are working in their

Around the country, attitudes about retirement are shifting.

Increase and motivate your with these five simple and inexpensive ideas.
09/18/2023

Increase and motivate your with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
09/15/2023

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Address

701 Edgewater Drive , Suite 310
Waltham, MA
01880

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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