The future of wealth
management is
independent
objective
specialized
client-focused
collaborative
aligned
We empower advisors to elevate their clients' financial futures.
We provide bespoke client solutions, curated resources, and robust technology that empower advisors to best serve their clients. Our advisors are the confidants their clients’ trust, and we’re the specialist they need.
Safety and security of assets
We have chosen leading financial institutions to custody and safeguard client assets
Best-in-breed technology
Our fully-integrated platform touches every area of an advisor's business and elevates the client experience
Range of solutions
We offer solutions and services to help us achieve client investment and wealth objectives
Advice is provided by your advisor
Our diverse network of local advisors and their teams are responsible for helping their clients meet their goals and investment objectives. Operating as independent business owners leveraging the Concurrent platform, each partner firm has the opportunity to build its own brand and unique culture and to contribute its expertise to the collective.
The platform is provided by Concurrent
Concurrent serves as a platform for advisors, providing compliance, supervision, operational support, investment due diligence, technology, and access to leading custodians, a broker-dealer, and banking and trust services.
We empower advisors as advocates for their clients, with a complete foundation of support that allows them to run their practice as they desire.
Custody/Broker Dealer
Privately held for more than 75 years, Fidelity Institutional® is one of the world’s largest and most respected financial services firms, with more than $11 trillion in assets under administration, as of March 2022.
As a leading independent broker-dealer, PKS facilitates our ability to conduct commissionable transactions where appropriate.
Solutions
Our culture of collaboration opens the door to a network of specialists aligned to round out a holistic wealth management experience. Concurrent provides robust support and access to solutions in the areas of:
- Financial Planning
- Asset Management
- Alternative Investments
- Insurance
Technology
The Concurrent platform offers you and your advisor best-in-class technology.
We believe in the power of partnership
Advisors in the Concurrent network have the independence, control, and flexibility to better care for their clients.
Advisors
1
States Across the U.S.
1
Assets Under Management
$
1
B
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