Company

Concurrent Wealth Management

Financial Services 11111 Katy Fwy 3 employees

Employees: 3
Contacts: 1
Emails: 1
Phones: 1

www.concurrentfp.com LinkedIn

Concurrent Wealth Management Overview

Headquarters: 11111 Katy Fwy
Website: www.concurrentfp.com
Industry: Financial Services
Employees: 3
Founded: 2018
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Houston

About Concurrent Wealth Management

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.

Concurrent Wealth Management Contact Details

People in AeroLeads: 2
With contact data: 1
Email contacts: 1; 50.0% coverage
Phone contacts: 1; 50.0% coverage

Concurrent Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Dr. Preston D. Cherry, Afc®, Cft™, Cfp®	Financial Planner & Therapist Helping	Green Bay, Wisconsin, United States	Email Phone
Dr. Eiman Osseilan, Ph.d.	Executive - Professor - - Personal	Green Bay, Wisconsin, United States	View