Welcome Allegiant Wealth Partners to Concurrent

We’re pleased to welcome Allegiant Wealth Partners to the Concurrent platform! Allegiant joined our team this spring, and we’re excited to support them and drive their vision forward.

Headquartered in Virginia Beach, VA with an additional office in Murfreesboro, TN, Allegiant is a full-service financial firm operated by Jay Matthews and Gary Fouts. The duo works with individuals and families to create customized, specific financial plans, tailored to achieve clients’ short- and long-term investment objectives. Their comprehensive and unique strategies, including expertise with federal employee benefits, help clients meet their goals for the future.

With the new addition of Concurrent’s technology and support services under their umbrella, they can increase their capacity to provide one-of-a-kind strategies to their clients and focus their attention on the people they serve.  

Having the power of Concurrent behind you is a big advantage for financial firms looking to step towards independence. Allegiant now has access to the Concurrent platform and our included services: compliance, supervision, operational support, investment due diligence, technology, as well as access to leading custodians, a broker-dealer, and banking and trust services. We support advisory firms like Allegiant so they can focus their attention on what’s most important – their people.

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