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Welcome to Concurrent, Columbia Associates

We’re proud to announce that Columbia Associates Wealth Management Group has joined the Concurrent platform!

Columbia Associates Wealth Management Group is a financial services firm that specializes in helping individuals develop sound retirement strategies. The company was founded in 2005 by Doug MacLardy, Tim Smith, and Robert Musante. They offer a wide range of services, including retirement planning, investment management, insurance planning, estate conservation, and wealth preservation. Columbia Associates understands the many challenges of retirement today, and they are dedicated to helping clients to achieve their financial goals with personalized, hands-on service.

Drawn to Concurrent by our client-first culture, Columbia Associates joined our platform in 2023 to enhanced services to their clients. Concurrent provides access to compliance, supervision, operational support, investment due diligence, and technology. Advisors can also take advantage of partner custodians, a broker-dealer, and banking and trust services. Concurrent supports advisory firms like Columbia Associates so they can better serve their clients.

To learn more about Columbia Associates, see www.columbiaassociates.com.

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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 are not affiliated companies.

These materials have been independently produced by Concurrent. Concurrent is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Concurrent provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company unaffiliated with Concurrent Investment Advisors LLC (“Concurrent”). Fidelity is a service provider to Concurrent. There is no form of legal partnership, agency affiliation, or similar relationship between Concurrent and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1077692.1.0