FinancialPlanning: Concurrent adds ex-Raymond James advisors with $500M

May 9, 2024

As reported in Financial Planning, Concurrent Investment Advisors, LLC is proud to announce the addition of The Wealth Stewards to our growing network of independent financial advisory firms. Managing partners, Jeff Breese and Brent Mekosh, merged their Arizona-based practices to join Concurrent to tap into our robust operational support and available growth capital.

The Wealth Stewards, now operating from offices in Phoenix and Chandler, are poised to refine their client offerings and enhance their operational capabilities using Concurrent’s resources. The platform’s extensive network and strategic consulting are tailored to foster growth and innovation, particularly benefiting high-net-worth clients.

“Anyone can compete on price, but the true benefit of Concurrent has nothing to do with money. The relationships Concurrent has in place, the range of support services, and their understanding of what we want to accomplish made them the obvious choice for Brent and me,” said Breese.

Our CEO, Nate Lenz, commends the ambition and professionalism of Breese and Mekosh, recognizing their potential to greatly benefit their clients through the newly formed partnership. Concurrent’s role in facilitating this merger has been instrumental in setting a new trajectory for The Wealth Stewards, reinforcing the value of our collaborative, service-oriented approach in the financial advisory landscape.

Share

More Posts

The Wealth Stewards Aligns with Concurrent

TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial advisory firms. Jeff Breese and