Family Wealth Solutions

Family Wealth Solutions is a boutique independent wealth management practice dedicated to creating better lives for both our clients and the advisors we serve. We provide a turnkey solution for advisors and clients to the independent world, while offering a personalized experience that feels like home. Our mission is to create lasting memories and legacies through financial abundance and independence. We understand the importance of family and are dedicated to delivering a high-quality investment and financial planning platform while fostering a collaborative, family-focused culture for clients and advisors. 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 d/b/a Family Wealth Solutions are not affiliated companies.