“Without counsel plans fail, but with many advisors they succeed.”
Proverbs 15:22
We understand that the road to financial success is not always straightforward. Our team works collaboratively with you, taking into account your current situation and goals, to develop a financial strategy that fits your needs. We are here to guide you through each stage of your financial journey and help you discover the best path forward.
We can serve you anywhere, offering you the resources of a large organization and the close personal relationships you’d expect.
Many of our clients come to us looking for us to give personalized advice, by taking the time to listen, learn, create, and achieve their financial plan. We bring a high standard of care to our clients, striving to provide you with the level of service and advice you need so you can live your life doing what you love, not worrying about the emotional roller coaster of your investments and financial planning decisions.
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.