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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.