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About Us

Legacy Private Wealth Partners

Legacy Private Wealth Partners is an independent wealth management firm dedicated to helping our clients preserve and grow their hard-earned wealth, while protecting their legacy.

We provide personalized wealth management services with a focus on consistency, accessibility, and communication to provide personalized wealth management as client goals evolve over time. We prioritize building relationships based on trust and care, going beyond business transactions to truly partner with our clients.

Who We Serve

INVESTORS

We serve investors looking for guidance through changing times and are a partner in their financial growth and success.

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advisors

We serve advisors who want to remain independent and be part of a community of professionals, supporting and growing their practices.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.