Process - Legacy Private Wealth Partners

Step One : Get In Touch

Please reach out to us to get started. We’d love to hear from you! You can give us a call or send us an email to tell us more about yourself.

Step Two: Tell Us Your Goals

We’re here to listen and advise. Tell us about your goals and together we discuss options, provide quotes, and customize plans that fit your unique situation.

Step Three: Coverage That Brings Peace of Mind

Through working with us, you can rest assured that you have the correct coverage for your specific needs.

Let's Connect

Reach Out

Get A Quote

Rest Assured

Stay Informed

We want to make sure you’re always up to date! Our resources provide you with all the info you need to make sure you have the best understanding of your coverage.

We're Here To Help

If you have any questions we are more than happy to talk through them with you. Reach out to one of our friendly representatives today with questions or concerns.

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.