Concurrent Wealth Management is an award-winning, Houston-based fiduciary firm serving high-earning Gen X professionals, business owners, and executives nationwide.
For over 20 years, we’ve helped clients align wealth with life through personalized financial planning and investment management.
Our flat-fee services include tax-reducing strategies, executive compensation, business succession, and retirement planning.
Led by nationally recognized advisor Dr. Preston Cherry, we serve clients both in person and virtually, and understand the needs of Gen X and oil & gas professionals navigating high income, complex compensation, and the sandwich generation with full-service wealth management.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 11111 Katy Fwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.concurrentfp.com
- Keywords
- Houston.
- HQ
- Houston, Texas
Concurrent Wealth Management Questions
Concurrent Wealth Management's website is http://www.concurrentfp.com
Concurrent Wealth Management's LinkedIn profile is https://www.linkedin.com/company/concurrentwealth
Concurrent Wealth Management has
3 employees.
View email and phone details for 3
employees at Concurrent Wealth Management.
Concurrent Wealth Management's industry is
Financial Services
Concurrent Wealth Management's top competitors are
Creative Planning,
Clark Asset Management,
Dew Wealth Management,
Wrenne Financial Planning Llc,
Exhibit A,
Concurrent,
Carson Coaching,
Financial Therapy Association,
Illumination Wealth,
Fruitful.
Concurrent Wealth Management's categories are Financial Services
Concurrent Wealth Management's founding year is 2018
