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Home
About Us
Who We Serve
- Investors
  - Life Events
- Advisors
  - Join Legacy
Our Network
Resources
Contact

Home
About Us
Who We Serve
- Investors
  - Life Events
- Advisors
  - Join Legacy
Our Network
Resources
Contact

Home
About Us
Who We Serve
- Investors
  - Life Events
- Advisors
  - Join Legacy
Our Network
Resources
Contact

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720.381.2669
5445 DTC Parkway, Suite 1100
Greenwood Village, CO 80111
info@legacypwp.com

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Disclosures
Form CRS

Contact Us
Disclosures
Form CRS

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.