Keith Huberman

Background

About Keith Huberman

As a boutique wealth management firm, we wear many hats — and that’s what makes the work so rewarding. As Director of Planning, I focus on advanced wealth strategies for both our clients and partner advisors. My passion is helping high-net-worth families navigate far more than just investment returns. Taxes, estate planning, charitable giving, business succession, and family dynamics all play a crucial role in true wealth management. At TailorMade, our collaborative approach — along with our custom Wealth & Business Roadmaps — stands out in a marketplace crowded with “one-size-fits-all” solutions. The result? Meaningful, client-first planning that benefits both families and advisors alike. As COO, I also oversee the day-to-day operations of our wealth management, broker general agency, and advisor-to-advisor business. In many ways, it still feels like my early days trading on the AMEX and NYSE floors — fast moving, ever evolving, and always exciting. TailorMade provides all investment advisory services through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor. Concurrent Investment Advisors d/b/a TailorMade are not affiliated companies.