Working with Legacy Private Wealth Partners offers tangible benefits, giving you the opportunity to build your practice on your own terms while being part of a community of advisors. See what partnership can do for you.
Our mission is to provide top-quality advice and value to all our clients by utilizing best practices and state-of-the-art resources.
We operate from class-A office space and hire and maintain best-in-class support staff. This not only enhances our client experience but also boosts the efficiency and productivity of our individual businesses. Additionally, our collegial culture fosters the sharing of ideas, promoting a collaborative working environment.
Together, we strive to achieve our mission of creating, growing, and maintaining our clients’ respective legacies, while also establishing a strong legacy for our independent private wealth practices.
Concurrent exists to streamline your move to independence. We work collaboratively to transform your practice into a business.
Through our minority equity buy in, you gain access to growth capital, an elevated level of support and strategic guidance, and economic participation in the success of the collective, as well as tag along rights in any monetization event of Concurrent.
Unlike previously executed aggregation strategies, this model was designed to accrue the monetary benefit of the roll up to the underlaying firms, maintain control of your destiny from start to finish, and create an opportunity to “punch above their weight” in the event of a sale, unprecedented in our industry.
Our relationship with Merchant powers our platform and enables our advisors to elevate their financial practice.
Merchant provides a reliable source of funding for long-term investment and stability.
Merchant ensures that the entrepreneurs they work with retain control, optionality, and the incentive to grow.
Merchant was founded by and continues to hire veterans from the wealth management industry with vast experience in financial services.
Our model creates the opportunity, without the obligation, to monetize a piece of your practice today at fair value with the ability to tagalong on a future sale.
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.