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LAKEWOOD RANCH OFFICE
8652 State Road 70 E
Lakewood Ranch, FL 34202-3785

T: 941.263.3019 // F: 941.751.1397

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LAKEWOOD RANCH OFFICE

8652 State Road 70 E
Lakewood Ranch, FL 34202-3785

T: 941.263.3019 // F: 941.751.1397

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 Family Wealth Solutions are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Family Wealth Solutions. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1087132.1.0

© 2023 Securities offered through Concurrent Investment Advisors, LLC, member FINRA / SIPC | Disclosures | Form CRS | ADV2A