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Mission & Vision

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Our Mission

Our mission is the efficient utilization of best practices through best in class resources and strategic partners in order to deliver the highest quality of advice and value to all our clients.

Our Vision

Our vision is to create, manage and help grow your family’s legacy, meanwhile solidifying our independent private wealth practices legacy.

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Our Team in Action

Local Staff Retreat
Volunteering at GraceFull Café

Our Charitable Contributions

Salvation Army                                                  
Wesley House
Catholic Charities
Watered Gardens
Women Helping Women
God’s Resort
Teen Challenge of the Four States
Living Free
Rapha House
Southeast Church
GraceFull Café                                                
Movement 5280
Converge
Southern Colorado Women’s Chamber of Commerce Foundation
The Women’s Foundation of Colorado
Covered Colorado
Treasure House of Hope
Truly Blessed
Communitas International
 

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.