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Our Services

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Wealth Management Services

We provide guidance in meeting life goals and/or work toward specific goals while formulating effective strategies to help you fulfill your needs, wants, and legacy.

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Financial Planning

• Retirement Planning
• Income Analysis – Cash Flow/Budget Statement
• Education Funding Analysis
• Debt Management Review
• Life Insurance Review/Needs Analysis
• Disability Insurance Review/Needs Analysis
• Long Term Care Insurance Review/Needs Analysis
• Estate Planning Review
• Charitable Giving Strategy Review
• Tax Planning

Investment Strategies

• Risk Analysis
• Portfolio Assessment
• Asset Allocation Modeling
• Capital Gain and Loss Tax Strategies
• Alternative Investments
• Charitable Tax Strategies
• Philanthropic Legacy Investing
• Tailored Investing for Women
• Chief Investment Officer Consulting Firm (Checks and Balances)
• Proprietary Portfolio Analysis and Models

Women and Investing

• Are you experiencing a significant change in your life?
• Are you feeling overwhelmed with your financial circumstances?
• Have you experienced a loss in your life?
• Are you in a leadership position and desire an independent second opinion?
• Are your loved ones being financially cared for in the way you are hoping?
• Have your circumstances changed to the point you feel you need trusted guidance?
• Do you desire to advance your knowledge and understanding of your financial state of being?

We tailor your personal circumstances with your wealth to give you educated trust while simultaneously helping you feel peace of mind.

Proprietary Investment
Consulting Services

• Listen, guide, create/revise, manage and update your personal and investment legacy
• Review of existing investment portfolio and provide investment recommendations consistent with your stated investment objectives and collective investment strategy
• Comprehensive Investment research and due diligence

Business Owner Services

• Business Succession Planning
• Key Man Insurance Review
• Non-Qualified Plan(s) Deferred Compensation Review
• Wealth and Financial Planning
• Mergers and Acquisitions
• Cash Management
• Liability Management

Corporate Executive Services

• Stock Option Planning
• Restricted Stock Analysis
• Employee Benefit Analysis
• Cash Management
• Lending Management

Corporate Executive Services

  • Stock Option Planning
  • Restricted Stock Analysis
  • Employee Benefit Analysis
  • Cash Management
  • Lending Management

Business Owner Services

  • Business Succession Planning
  • Key Man Insurance Review
  • Non-Qualified Plan(s) Deferred Compensation Review
  • Wealth and Financial Planning
  • Mergers and Acquisitions
  • Cash Management
  • Liability Management
  • Listen, guide, create/revise, manage and update your personal and
    investment legacy
  • Review of existing investment portfolio and provide investment
    recommendations consistent with your stated investment objectives
    and collective investment strategy
  • Comprehensive Investment research and due diligence

Financial Planning

  • Retirement Planning
  • Income Analysis – Cash Flow/Budget Statement
  • Education Funding Analysis
  • Debt Management Review
  • Life Insurance Review/Needs Analysis
  • Disability Insurance Review/Needs Analysis
  • Long Term Care Insurance Review/Needs Analysis
  • Estate Planning Review
  • Charitable Giving Strategy Review
  • Tax Planning

Proprietary Investment Consulting Services

  • Listen, guide, create/revise, manage and update your personal and investment legacy
  • Review of existing investment portfolio and provide investment recommendations consistent with your stated investment objectives and collective investment strategy
  • Comprehensive Investment research and due diligence

Investment Strategies

  • Risk Analysis
  • Portfolio Assessment
  • Asset Allocation Modeling
  • Capital Gain and Loss Tax Strategies
  • Alternative Investments (Private Equity, Real Estate, Hedge Funds, Commodities, and Crypto Currencies)
  • Charitable Tax Strategies
  • Philanthropic Legacy Investing
  • Tailored Investing for Women
  • Chief Investment Officer Consulting Firm (Checks and Balances)
  • Proprietary Portfolio Analysis and Models

Women and Investing

• Are you experiencing a significant change in your life?
• Are you feeling overwhelmed with your financial circumstances?
• Have you experienced a loss in your life?
• Are you in a leadership position and desire an independent second opinion?
• Are your loved ones being financially cared for in the way you are hoping?
• Have your circumstances changed to the point you feel you need trusted
guidance?
• Do you desire to advance your knowledge and understanding of your financial
state of being?


We tailor your personal circumstances with your wealth to give you educated
trust while simultaneously helping you feel peace of mind?

Ready to Get Started?

Schedule A Time To Connect With Us

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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.