CUSTOM FINANCIAL SOLUTIONS
IT IS OUR MISSION TO BECOME YOUR MOST VALUABLE RESOURCE, AT EVERY STAGE OF YOUR FINANCIAL LIFE
Introducing the new Concord Wealth Partners website. Coming soon in May 2022!
Our team is pleased to announce that our new and improved CWP website will go live this April. In our mission to become your most valuable resource, our new website will be easy-to-use and provide a wealth of knowledge from our advisory team.
We appreciate your interest in Concord Wealth Partners, and we look forward to continuing to help you achieve all of your financial life goals.
To become our clients' most valuable resource.
Personal guidance, objective advice, and solid strategies. Delivered by a team of caring professionals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We provide Investment Advisory, Financial Planning, and Insurance Services to our clients.
Our CEO Wade Lopez and CIO Mitch York, delivered a comprehensive financial report of where we have been, where we may be going, and most importantly, the possible repercussions to your portfolio.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Partnership with Coppertree expands Concord's reach into Greater Boston Area