We’re excited to welcome Sean O’Neill to the Concurrent family of advisors, as he joins Legacy Private Wealth Partners. He is a Certified Financial Planner ® and works collaboratively with clients to help them achieve their financial goals. He believes in structuring portfolios to mitigate risk while balancing the need for the preservation of a client’s standard of living in retirement. His client-centered, practical, and systematic approach to investing while focusing on his client’s core values helps Sean provide wealth management, retirement, and legacy planning effectively for his pre-retirement and retired clients.
As a Legacy advisor, Sean gains access to the Concurrent platform and our suite of curated services, including compliance, supervision, operational support, investment due diligence, technology, as well as access to leading custodians, a broker-dealer, and banking and trust services. Concurrent provides support to independent advisory firms like Legacy, allowing them to direct their focus towards their clients, emphasizing what matters most.
