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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.

Our Mission

Our Mission

To become our clients' most valuable resource.

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Our Team

Our Team

Personal guidance, objective advice, and solid strategies. Delivered by a team of caring professionals.

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Shared Values

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Services

Our Services

We provide Investment Advisory, Financial Planning, and Insurance Services to our clients.

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Watch The 2022 Forecast Report

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.


<strong>Your goals are our goals.</strong>

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Coppertree Financial Planning&#8212;a $230MM AUM New England-based RIA&#8212;Joins Concord Wealth Partners

Coppertree Financial Planning—a $230MM AUM New England-based RIA—Joins Concord Wealth Partners

Partnership with Coppertree expands Concord's reach into Greater Boston Area