Tag : Nate Lenz

Concurrent Investment Advisors Welcomes Winstone Wealth Partners
Finance Investment Services News

Concurrent Investment Advisors Welcomes Winstone Wealth Partners

Business Wire
by Business Wire0
Winstone taps Concurrent to support long-term growth and elevate the client experience Concurrent Investment Advisors, LLC (“Concurrent”), a leading independent registered investment adviser (RIA) platform, announced the addition of Winstone Wealth Partners (Winstone), bringing over $425 million in assets under management (AUM). The partnership builds on the platform’s momentum through......
Proxima Wealth Partners Launches on the Concurrent Platform to Be a Destination for Growth-Oriented Independent Advisors
Finance Investment Services News

Proxima Wealth Partners Launches on the Concurrent Platform to Be a Destination for Growth-Oriented Independent Advisors

Business Wire
by Business Wire0
Co-Founded by former Raymond James Private Client Group executive Chris Davitt, Proxima offers institutional resources and advisor-centric solutions for liquidity and business monetization. Concurrent Investment Advisors, LLC (“Concurrent”), an integrated registered investment adviser platform, announced its partnership with Proxima Wealth Partners LLC (“Proxima”), an independent advisory firm founded by former Raymond James executives......
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