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Concierge Wealth Management Services, Inc.


Client's Corner

Take a look at our recent Client Appreciation BBQ. We are so happy to see those of you that attended. And for those that could not make it, we hope to see you next time! A very special thanks to:

Uncle Buddy's Smokehouse of Clovis (check them out on Face Book)
Bear and The Grasskickers (check them out on Face Book)
Jeannie Escalera, Sammie Escalera, Gabriel Escalera and their crew of helpers
Solitary Cellars, Madera
559 Brewery

To our clients:

 Concierge Wealth Management Services would like to thank you for your continued patronage of our services. We are always striving to improve our relationship with you. To further increase our association, we would like to expand our website to provide you more informative and educational bulletins.

 We would like to ask you what would make the website more interesting to you. Please visit the website, Along with the financial news that is provided, other topics might include:

  • Travel (places of interest – local or abroad)
  • Cooking (recipes)
  • Local events
  • Local history

 We would love to make a “Client Corner”. A place where you can give your insight into travel places, favorite family recipes, books that you have read and enjoyed or local events that are taking place. Please take the time to let us know your preferences. Do you have other suggestions? Do not respond to this email. Contact us via the phone or our website,


Thank you