PATRICK HART

Since entering the financial services industry in 2008, Patrick Hart has built a career rooted in strategic insight and client-focused planning. In 2017, Patrick transitioned from the corporate world to entrepreneurship, founding Concierge Capital Management, LLC by acquiring a retiring advisor’s practice in Boca Raton. His vision was clear: to deliver comprehensive financial planning that empowers clients to take control of their futures.

Concierge Capital Management specializes in guiding families who have accumulated $750,000 or more in investable assets. These clients have laid the groundwork for financial success and are now ready for advanced strategies in Wealth Accumulation, Wealth Protection, and Wealth Distribution. Patrick and his team craft customized plans that serve as roadmaps for making informed decisions around risk and long-term financial goals.

At the heart of the firm’s approach is a Concierge Service Model—designed for modern families who prefer digital-first communication. Whether through video calls, email, or mobile apps, the firm ensures proactive and personalized engagement that fits seamlessly into clients’ lives.

Before launching his own firm, Patrick spent nearly a decade as an external wholesaler for leading investment and insurance companies, including MetLife Investors in California, SunLife Financial in Seattle, Realty Capital Securities in Charlotte, and Lightstone Group in Fort Lauderdale. His role involved collaborating with financial advisors to present and position specialized investment products.

Patrick holds a BA in Broadcast Journalism from Penn State University (2008) and earned his Certified Financial Planner™ designation from the University of Miami in 2019. In 2025, Patrick obtained his Certified Exit Planning Advisor designation to assist business owners in maximizing value for a future transition. He is also licensed with Series 7, 63, and 65 registrations, as well as Life, Health, and Long-Term Care credentials.

Outside of work, Patrick lives in Nocatee, Florida, with his wife Lindsay, a real estate agent, and their two children—a daughter (6) and a son (4). His personal and professional life reflect a deep commitment to helping families thrive, both financially and personally.

Since entering the financial services industry in 2008, Patrick Hart has built a career rooted in strategic insight and client-focused planning. In 2017, Patrick transitioned from the corporate world to entrepreneurship, founding Concierge Capital Management, LLC by acquiring a retiring advisor’s practice in Boca Raton. His vision was clear: to deliver comprehensive financial planning that empowers clients to take control of their futures.

Concierge Capital Management specializes in guiding families who have accumulated $750,000 or more in investable assets. These clients have laid the groundwork for financial success and are now ready for advanced strategies in Wealth Accumulation, Wealth Protection, and Wealth Distribution. Patrick and his team craft customized plans that serve as roadmaps for making informed decisions around risk and long-term financial goals.

At the heart of the firm’s approach is a Concierge Service Model—designed for modern families who prefer digital-first communication. Whether through video calls, email, or mobile apps, the firm ensures proactive and personalized engagement that fits seamlessly into clients’ lives.

Before launching his own firm, Patrick spent nearly a decade as an external wholesaler for leading investment and insurance companies, including MetLife Investors in California, SunLife Financial in Seattle, Realty Capital Securities in Charlotte, and Lightstone Group in Fort Lauderdale. His role involved collaborating with financial advisors to present and position specialized investment products.

Patrick holds a BA in Broadcast Journalism from Penn State University (2008) and earned his Certified Financial Planner™ designation from the University of Miami in 2019. In 2025, Patrick obtained his Certified Exit Planning Advisor designation to assist business owners in maximizing value for a future transition. He is also licensed with Series 7, 63, and 65 registrations, as well as Life, Health, and Long-Term Care credentials.

Outside of work, Patrick lives in Nocatee, Florida, with his wife Lindsay, a real estate agent, and their two children—a daughter (6) and a son (4). His personal and professional life reflect a deep commitment to helping families thrive, both financially and personally.