CONCIERGE WEALTH MANAGEMENT

Owner

Goods & Services

Business finance brokerage; Business finance brokerage services; Advice on finance during retirement; Financial planning; Financial planning consultation; On-line financial planning services; Financial planning for retirement; Financial advice, namely, budget planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial administration of employee welfare benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of employee financial benefit plans; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network