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Private Client Wealth Management

12240 Inwood Rd, Suite 200 Dallas, Texas 75244 | 972.331.1300 | 1512 Center St, Suite 320 Houston, Texas 77007 | 346.600.9335

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 Wealth Partners Alliance are not affiliated companies.

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