The Wealth Stewards Aligns with Concurrent

The Wealth Stewards Aligns with Concurrent

Business Wire

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TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial advisory firms. Jeff Breese and Brent Mekosh, managing partners of The Wealth Stewards, merged their two Arizona-based practices as part of their move to the Concurrent platform. They chose Concurrent to provide operational support and growth capital as their team of nine professionals enters the RIA

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