About Concurrent Wealth Management
Financial Planning Built Around Life and Meaning
Concurrent Wealth Management is a Houston-based financial planning and investment management firm helping professionals and families make thoughtful financial decisions that support both long-term wealth and the life they want to live.
Financial Planning Is About More Than Investments Alone
Disciplined investing plays an important role in building long-term wealth. Thoughtful portfolio management and long-term market participation remain essential parts of a strong financial foundation.
But financial planning extends beyond portfolio performance alone. It is about helping people make thoughtful decisions about their resources, their time, and the life they want to live.
At Concurrent Wealth Management, we help clients coordinate investments, taxes, retirement planning, and long-term financial decisions within a single comprehensive strategy. When these financial domains are aligned, people gain greater clarity, flexibility, and confidence about the future.
A Thoughtful and Human-Centered Planning Process
Money decisions rarely exist in isolation. They are shaped by career paths, family responsibilities, cultural experiences, and the transitions that unfold across a lifetime.
Because of this, our planning process is designed to create a thoughtful and trusted space where clients can discuss the financial decisions that matter most.
We take time to understand the motivations, values, and life goals behind financial decisions so that financial strategies reflect the full context of a client’s life, not just the numbers on a statement.
The result is financial planning that supports both long-term wealth and everyday well-being.
What Our Clients Receive
Comprehensive Financial Planning
Financial planning coordinates the major areas of a client’s financial life including investments, tax considerations, retirement strategy, and long-term financial decisions so that each financial choice supports the overall plan.
Integrated Investment Management
Investment portfolios are designed within the context of a broader financial strategy. Portfolio decisions reflect risk tolerance, long-term goals, tax considerations, and life-stage planning.
Clarity Through Life Transitions
Career changes, family transitions, and evolving priorities often shape financial decisions. Our role is to help clients navigate these moments with clarity and confidence.
The People Behind the Firm
Dr Preston Cherry
Founder and President
Financial Advisor
CFP® | Ph.D. | Author, Wealth in the Key of Life
Dr. Preston Cherry is a financial advisor and behavioral finance expert who helps professionals and families make thoughtful financial decisions that support long-term wealth and life alignment.
His work integrates comprehensive financial planning with investment strategy to help clients navigate complex financial decisions across life transitions.
He is the author of Wealth in the Key of Life and a frequent contributor to financial media, including AARP, MarketWatch, Kiplinger, and Investopedia.
Dr Eiman Osseilan
Co-Managing Director
Chief People Officer
Ph.D. | Researcher | Client Experience
Dr. Eiman Osseilan supports Concurrent Wealth Management’s client experience, culture, and operational leadership. Her work focuses on building a thoughtful, supportive environment for clients while contributing to the firm’s research, organizational development, and long-term client-engagement strategy.
Her work helps ensure the client experience reflects the firm’s values and long-term philosophy.
Houston-based. Serving Clients Nationwide.
Concurrent Wealth Management is headquartered in Houston, Texas, and works with clients across the United States through both in-person and virtual advisory relationships.
Many of the professionals we serve are based in Houston’s energy, medical, and professional sectors, though our advisory relationships extend nationwide.
Start a Confidential Financial Planning Conversation
Financial planning is most effective when it reflects both the technical aspects of wealth and the human decisions that shape financial life.
If you are exploring financial planning and investment management, we invite you to begin a confidential conversation.
Financial Advisor FAQs
A flat-fee financial advisor charges a transparent dollar-based amount for financial planning and advice rather than a percentage of your investment portfolio. This structure allows advice to focus on strategy, life decisions, and long-term planning rather than portfolio growth alone.
Concurrent Wealth Management provides comprehensive fiduciary financial planning with integrated investment management through an all-inclusive flat-fee model designed to align advice with client goals rather than asset growth.
Yes. Concurrent Wealth Management operates under a fiduciary standard, which means advice must be provided in the best interest of the client.
As a flat-fee fiduciary financial advisor, Dr. Preston Cherry works directly with households through comprehensive financial planning with integrated investment management. Advice commonly includes retirement strategy, tax planning, investment decisions, insurance planning, estate considerations, cash flow management, debt strategy, and financial guidance through major life transitions.
The firm does not receive product commissions and is not compensated based on portfolio growth.
Many clients are successful professionals who are time-constrained and navigating increasing financial complexity. They often seek guidance around retirement planning, equity compensation, tax strategy, lifestyle flexibility, and aligning their financial resources with long-term life goals.
Concurrent Wealth Management frequently works with Gen X professionals, executives, and business owners who want thoughtful financial strategy and ongoing collaboration with a fiduciary advisor.
Concurrent Wealth Management is based in Houston, Texas, and works with clients locally and across the United States through secure virtual planning meetings.
Many clients live in Houston and the broader Texas region, while others work with the firm remotely from across the country.
Concurrent Wealth Management focuses on comprehensive financial planning with integrated investment management delivered through a transparent flat-fee structure.
Unlike many traditional advisory models, the relationship is not centered solely on portfolio management or financial planning offered separately from investment management. Instead, advice integrates retirement strategy, tax decisions, investment management, and behavioral finance to help clients make confident financial decisions throughout life transitions.
Financial planning often becomes most valuable when income, assets, and life decisions become more complex. While net worth alone does not determine whether advice is valuable, many Concurrent Wealth Management clients tend to have household incomes starting around $300,000 and investment assets of $500,000 or more.
Clients who benefit most from the relationship value ongoing collaboration with a financial advisor to help implement strategy, navigate life transitions, and make thoughtful decisions around retirement planning, investment strategy, lifestyle flexibility, and long-term financial independence.
