Concierge Legacy Advisors Employee Directory

Financial ServicesIdaho, United States1 Employees

Concierge Legacy Advisors operates in the financial services sector, offering multidisciplinary expertise in risk management, wealth management, estate planning, and investing aimed at navigating uncertain markets. The firm emphasizes a fiduciary standard as a Registered Independent Advisor, presenting a transparent, conflict-free fee structure and a single point of contact to coordinate comprehensive advisory services for multigenerational families and business owners. Based in Boise, Idaho, the team focuses on helping clients create, preserve, and transfer wealth across generations, enabling clients to concentrate on business goals and personal priorities. The company describes its approach as collaborative and integrated, leveraging a broad professional network to provide holistic care across all aspects of a client’s financial life. A noted recent development includes a partnership related to a charity gala in Idaho, reflecting community engagement alongside its financial advisory work.

Sign up for free to view info

Company overview Email format