Steve Albritton

Background

About Steve Albritton

As a financial advisor serving the Sarasota/Bradenton area for over 20 years, I have helped clients navigate through some very tough markets and understand the many challenges that investors face in meeting their financial goals. Prior to becoming a Financial Advisor, I had a business background that included management, business strategy, and finance responsibilities over twenty years with a large industrial corporation. I also hold a Bachelor of Science in Business Administration from the University of Florida and a Master of Business Administration from the University of South Florida. In my practice, I leverage my background in business, finance, and economics to deliver a high level of professional competence to my clients. My client service model is planning-based with a focus on defining financial goals and developing appropriate investment strategies to support them throughout major market shifts. For small business owners, I also assist with current liability management needs in addition to planning for the future sale or transfer of their business. Simply stated, I serve my clients in the management of wealth and risk for their families and businesses. This information is intended for use only by residents of California, Florida, Georgia, Massachusetts, Maryland, Michigan, Minnesota, North Carolina, New Jersey, New York, Ohio, Pennsylvania, Texas, Virginia. Family Wealth Solutions provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor Brokerage Services offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Concurrent Investment Advisors d/b/a Family Wealth Solutions are not affiliated companies Family Wealth Solutions is a boutique independent wealth management office dedicated to creating better lives for both clients and advisors. We provide a turn-key solution for advisors and clients to the independent world, while providing a personalized experience that feels like home. Learn more about us at: