Broker Check

Concierge Legacy Advisors Services

We built Concierge Legacy Advisors around a promise of delivering completely personalized experiences to each of our clients. We have no standard services and offer no boilerplate strategies; this allows us to focus fully on each client's individual situation and offer proactive solutions to their financial concerns.

Registered Investment Advisor Services:

Concierge Private Wealth Management, LLC is a registered investment advisor in Idaho and may only conduct business in those states where it is registered or excluded from registration or licensing requirements. Concierge Private Wealth Management and Concierge Legacy Advisors are separate companies.

Risk Management Services:

Concierge Risk Management, LLC provides our clients with their personal and business insurance needs. Concierge Risk Management and Concierge Legacy Advisors are separate companies.

Extraordinary Service:

We are dedicated to delivering exemplary, responsive service that anticipates our clients' needs, allowing us to deeply understand our clients as business owners, individuals and families. We take compassionate interest in our clients' lives because we care about what's most important to them.


Our clients expect the best of us and we approach everything we do with rigor, thoroughness and an absolute focus on every detail. We consider it our duty to go above and beyond for each clients in offering guidance and advice for every financial decision they face. We want to be their first phone call for every decision, big or small.

Powerful Relationships:

We take a collaborative approach with each of our clients so that they have the benefit of every team member's individual expertise. We have also built a network of professional relationships with attorneys, accountants, real estate specialists and other experts to ensure that we can give our clients the specialized advice they need for every issue.

Measurable Results:

Our goals is to achieve measurable long-term results for our clients, and we are relentless in our pursuit of success on their behalf. However, we don't measure success by chasing performance, but by pursuing our clients' specific wealth goals, and helping improve their quality of life. We also hold our clients accountable to the goals that they set and help them stay focused on the future.