^{CONCIERGE Wealth Management Services}Guidance For The Road Ahead

"When it comes to the sensitive topics of money and planning for the future, the single most important thing to me is trust. I trust Tom and his team. They are extremely knowledgeable and are consistently honest and thorough when providing guidance. There is no one I would rather work with and I have even recently referred my extended family, who just started working with him as well."

This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. Client was not compensated for their testimonial.

CRN202805-11122093

Michael Nardella  |  Founder and CEO, Relevize

"Tom is a reliably professional and compassionate investment advisor, who helped me understand my current financial situation and worked with me to develop a plan aligned with my goal of saving for a first home. He also walked me through the importance of supplemental disability insurance and took the time to explain how my investment account may be managed. He responds to my emails and questions promptly and has helped me feel more informed and confident in my financial decisions."

This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. Client was not compensated for their testimonial.

 CRN202804-11122078

Dr. Derek Monette  |  Mass General Hospital Emergency Department

"Tom and team have been very helpful during our transition to retirement. We've worked with Tom for over ten years. He assessed our finances and devised a plan that helped us feel more confident about retirement. Tom’s team has the resources and tools to analyze our financial plan. We are very pleased with the experience and would recommend speaking with Tom and his team."

This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. Client was not compensated for their testimonial.

CRN202804-11090790

James Fitzgerald  |  former Director at IBM

"We've worked with Thomas Holt for over a decade, and what stands out most is his thoughtfulness and patience. He takes the time to truly understand our situation — including the nuances of my wife's and my employment circumstances and our family planning — and offers guidance based on our needs. He's kind, wise, and regularly brings new ideas for us to consider, while thinking carefully about how to approach our portfolio in a way that reflects who we are. We're grateful for the care he's brought to our planning over the years and appreciate his focus on helping us plan for the future."

This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. Client was not compensated for their testimonial.

CRN202804-11075084

Keith Wilcoxen  |  CSO, Hyku Biosciences

"My wife and I have had a great experience working with Tom Holt and his team. From the start, he has been a tremendous asset—patient, thoughtful, and responsive in answering our questions, no matter how small or complex. In addition to financial planning, Tom helped us evaluate insurance coverage options. He handled my coverage from start to finish, making the process smooth and straightforward. He also carefully reviewed my wife’s pre-existing policy, identified gaps, and helped her consider changes to better align with our family’s needs. Tom is genuinely committed to understanding our situation and helping us reach our goals. Thanks to his guidance, we feel more informed and better prepared, and we would recommend him to others seeking a knowledgeable, responsive, and trustworthy financial advisor."

This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. Clients were not compensated for their testimonial.

CRN202804-11075026

Dr. Brendan Striano | MGB Orthopedic Surgery
&
 Dr. Rebecca Gaffney | MGB Dermatology

"Tom is a valued, knowledgeable financial advisor. He helps guide me through my personal financial planning while considering my long-term goals. As a business owner, I have a unique set of challenges and timelines, and Tom works to incorporate those into a plan that is tailored to my needs."

This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. Client was not compensated for their testimonial.

CRN202804-11075104

Miguel Galvez | CEO Nfinite Nanotech