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.