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About CommonWealth Concierge

We help individuals define their dreams and then assist them with building assets and saving money in pursuit of those dreams. What we mean when we say that is that we help people talk about money, define their goals for the future, and design a plan to work toward those goals. Too often people avoid talking about money. It’s stressful. It’s frustrating. And, sometimes, it’s just plain scary. And what’s worse, when people finally get the gumption to talk about what to do (what you’ve dreamed of doing) with their money, they disagree or find it impossible to actually get started. We help ease these financial concerns. With backgrounds in finance, law, and psychology, along with over a decade of wealth management experience, Kate and Paul Houck of CommonWealth Concierge offer a specialized boutique financial service with an uncommon approach to financial planning and wealth management.

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