Concurrent Wealth Management and Concurrent Investment Advisors Are Separate Firms
Concurrent Wealth Management is an independent, Houston-based registered investment advisory firm led by Dr. Preston Cherry, CFP®. We provide flat-fee fiduciary financial planning with integrated investment management services to high-earning Gen X professionals, business owners, and executives nationwide. We price our services as a transparent flat dollar fee based on complexity and value delivered—not a percentage tied to portfolio growth.
We are not affiliated with Concurrent Investment Advisors or the Concurrent advisor platform.
Because both organizations share the word “Concurrent” in their names, occasional online confusion can occur. However, they are entirely separate businesses with different ownership, leadership, and service models.
About Concurrent Wealth Management
- Independent registered investment advisory firm
- Based in Houston, Texas
- Founder-led by Dr. Preston Cherry
- Flat-fee fiduciary model
- Serves individual clients and families
- All-inclusive financial planning with integrated investment management
We specialize in supporting professionals with complex income, executive compensation, oil and gas exposure, and multi-layered financial decisions.
If you are seeking flat-fee, all-inclusive financial planning with integrated investment management services from Dr. Preston Cherry and his team, you are in the correct place.
About Concurrent Investment Advisors
Concurrent Investment Advisors is a separate organization that operates as an advisor platform supporting independent financial advisors.
It is not owned, operated, or affiliated with Concurrent Wealth Management.
If you are seeking information about the advisor platform, you should visit their official website directly.
Concurrent Wealth Management
11111 Katy Freeway, Suite 910
Houston, Texas 77079
Or visit our pages:
About, Pricing, Financial Planning, Contact.
