A complete list of active advisors currently associated with Concurrent Wealth Management

Warmer can help you find a great advisor at Concurrent Wealth Management or one who fits your needs even better.

Concurrent Wealth Management is a Houston-based, flat-fee fiduciary wealth management firm serving high-income Gen X professionals, business owners, and oil and gas executives locally and nationwide. The independent, fee-only firm provides all-inclusive, comprehensive financial planning with integrated investment management through a dollar-based flat-fee model. CWM helps clients coordinate investments, cash flow, tax planning, retirement timing, retirement income and withdrawal strategies, risk management, and estate planning needs. Its executive compensation focus includes RSUs, PSUs, stock options, ESPPs, deferred compensation, and concentrated company stock. For oil and gas professionals, the firm connects compensation, company benefits, pensions, and career decisions to a broader strategy for retirement and work-optional living. The firm’s Financial Harmony™ approach brings financial strategy and wealth psychology together, aligning clients’ resources with their values, relationships, and life priorities. CWM helps clients understand their choices, evaluate tradeoffs, and coordinate decisions across their financial lives so they can enjoy life today while preparing confidently for tomorrow. Ongoing wealth management includes personalized recommendations, implementation support, regular reviews, and coordination with clients’ tax and legal professionals. Investment management is integrated into the ongoing advisory fee. The firm also offers a separate, one-time Advice-Only financial planning engagement focused on agreed priorities, personalized recommendations, and a written implementation roadmap; this service does not include investment management or ongoing reviews. Founded by Dr. Preston D. Cherry, CFP®, CWM offers meetings in Houston and virtual service nationwide.

To learn more about the advisors currently working at Concurrent Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Preston Cherry	Houston, TX	15

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