We firmly believe there is strength in numbers, which is why we have offices and advisors located across the country. By having a strong presence in multiple locations, we are able to provide our clients with a wider range of services and a deeper understanding of local markets.
5445 DTC Parkway, Suite 1100
Greenwood Village, CO 80111
9475 Briar Village Pt, Suite 316
Colorado Springs, CO 80920
600 E Hopkins Avenue, Suite 201
Aspen, CO 81611
902 S. Broadway
Pittsburg, KS 66762
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.