Partner With Us
What Can Partnership Do for You?
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.
Bridge to Independence
Top-of-the-line Service
Community of support
Growth mindset
Powerful Resources
-Support staff
-Training and ongoing assessments
-Office space
-Para planner services
-Marketing and branding
-Proprietary portfolio management
-Practice management and ownership coaching
-Succession, mergers, and acquisitions
-Ownership optimization
Top-of-the-line service
Our mission is to provide top-quality advice and value to all our clients by utilizing best practices and state-of-the-art resources.
Community of support
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.
Growth mindset
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.
Growth mindset
- Transition support
- Support staff
- Training and ongoing assessments
- Office space
- Para planner services
- Marketing and branding
- Proprietary portfolio management
- Practice management and ownership coaching
- Succession, mergers, and acquisitions
- Ownership optimization
Creating Business Value for All
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 Strategic Partner
Our relationship with Merchant powers our platform and enables our advisors to elevate their financial practice.
PERMANENT CAPITAL
Merchant provides a reliable source of funding for long-term investment and stability.
MINORITY NON-CONTROLLED INVESTMENT MODEL
Merchant ensures that the entrepreneurs they work with retain control, optionality, and the incentive to grow.
STRATEGIC GUIDANCE
Merchant was founded by and continues to hire veterans from the wealth management industry with vast experience in financial services.
Maximizing Value, Together
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.
