I've had the pleasure of working with Brian and his team for many years. They are true professionals and strive to make sure all of their clients receive the individualized attention they deserve.

Client Testimonials

The team at The Capital Concierge goes above and beyond for their clients! They are always working in my best interest, ensuring I understand every aspect or risk through my entire portfolio. They offer unique investment products that most advisors never think of. The Capital Concierge handles all of my personal as well as my company investments, and I could not be happier.

I started with Brian when I was 21 and newly self employed. I knew I needed to start thinking about my financial future, but I didn’t realize just how lucky I would get by choosing his company. He has helped me through so many big life decisions, including buying homes, opening my own salon, and so much more. His business has grown in the years I’ve known him and so has the customer service. He’s added employees to his team that are just as awesome as he is and they’ve been a huge help if I need anything. You really couldn’t ask for a better group of people to manage your money and help set up the future you want. I trust them wholeheartedly and am so thankful everyday to have them in my corner! 

My husband and I have been working with Brian for approximately 30 years. He has helped us navigate tough financial times as well as personal tragedies. In all these years he has been there every single moment we ever needed him.
Brian is adept at handling our individual personalities. My husband needs all the details while I am happy to only have the outline. Brian accommodates us both with grace and without judgement.
It is so comforting to know we can rely on Brian for anything we need and that he has the ability and willingness to guide our children through our passing when the time comes. He is fun and caring and is a person of the highest integrity. I cannot speak enough praise about Brian Abbott!

Working with Capital Concierge has indeed been a game-changer. From our first interaction, Brian, Emily, and Brooke made us feel like more than just clients-they made us feel like valued partners in our financial journey. Their expertise and dedication have been instrumental in helping us not only manage but also grow our wealth.

What truly distinguishes Capital Concierge is its unwavering commitment to trust and availability. Trust is the cornerstone of any financial relationship, and Brian, Emily, and Brooke have consistently proven their integrity and reliability. They invest time in understanding our goals, concerns, and preferences, ensuring every decision is in our best interest.

Furthermore, their accessibility is unmatched. Whether we have a simple query or require comprehensive guidance, they are always available to offer timely and insightful advice. The knowledge that we have a team of professionals just a phone call away instills a sense of security and confidence in our financial future.

Thanks to Capital Concierge's personalized support and expertise, we've been able to easily navigate complex financial landscapes and achieve our goals faster than we ever thought possible. We wholeheartedly recommend Brian, Emily, Brooke, and the entire Capital Concierge team to anyone seeking financial advice and a true partnership in wealth management.

There are no shortage of options when it comes to finding a financial advisor. From robo-advisors to broker dealers to large advisory firms, I think it is safe to say that people looking to begin their retirement journey have too many choices. For some, that can be a good thing. For others, it may be the sole impediment that keeps them from starting their retirement planning today. For me, Capital Concierge gave me clarity and simplicity at a time of confusion and hesitation. Brian serves as my financial guidepost, offering advice rooted in years of personal wealth management experience. Loyalty, commitment, and a deeply trustworthy partner......that's my Capital Concierge experience.  

I started with Capital Concierge just this last year after the death of my husband. They have been a godsend! Not only giving me spot on money guidance, but since they have a network of contacts could help me with finding yard care, snow removal etc to make my life easier during a stressful time.  
TCC is awesome, they are like family!

These testimonials are based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance of success.