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.
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