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Financial Advisory  + RIAs & Financial Advisors  |  April 28, 2025
Concurrent Investment Advisors, LLC, a multi-custodial hybrid RIA, launched a new investment platform developed by Concurrent Asset Management (CAM) to assist financial advisors in creating tailored, efficient, and client-centric portfolios. WealthSelect integrates technology, institutional-grade strategies, and dedicated consulting support, enabling advisors to deliver highly personalized investment solutions at scale. The platform is built around three core components: WealthBlox – A modular suite of investment building blocks developed with an institutional framework together with leading global asset managers. WealthBlox lets advisors build and adjust portfolios in real time—aligning with client goals, income needs, risk tolerance, tax considerations, or broader market themes. WealthCIO – A consulting team that partners with advisors on advanced investment needs such as concentrated stock strategies, tax optimization, liquidity management, and private markets. Integrated Technology – A user-friendly interface that streamlines portfolio construction, modeling, and reporting. It offers the efficiency of a turnkey solution while supporting bespoke strategies. To support the platform’s rollout, Concurrent appointed Leah R. Bennett as Chief Investment Strategist. With over 30 years of experience, including leadership roles at Westwood Wealth Management and The Capital Group, Bennett said, “We designed WealthSelect to give advisors what they need to compete at the highest level. It’s a platform that supports deeper client relationships, more efficient portfolio management, and truly customized investment strategies.” Backed by Merchant, Tampa-based Concurrent has also expanded its broader operations, reaching $9.7 billion in assets under management in the first quarter of 2025 after adding six new advisor teams with $2.01 billion in assets. The firm appointed David Montgomery as managing director of Retirement Plan Services to enhance its retirement offerings.
By: Joe Palmisano

Concurrent Launches Platform to Help Advisors with Investment Solutions 

Concurrent Investment Advisors, LLC, a multi-custodial hybrid RIA, launched a new investment platform developed by Concurrent Asset Management (CAM) to assist financial advisors in creating tailored, efficient, and client-centric portfolios. 

WealthSelect integrates technology, institutional-grade strategies, and dedicated consulting support, enabling advisors to deliver highly personalized investment solutions at scale. 

The platform is built around three core components: 

WealthBlox – A modular suite of investment building blocks developed with an institutional framework together with leading global asset managers. WealthBlox lets advisors build and adjust portfolios in real time—aligning with client goals, income needs, risk tolerance, tax considerations, or broader market themes. 

WealthCIO – A consulting team that partners with advisors on advanced investment needs such as concentrated stock strategies, tax optimization, liquidity management, and private markets. 

Integrated Technology – A user-friendly interface that streamlines portfolio construction, modeling, and reporting. It offers the efficiency of a turnkey solution while supporting bespoke strategies. 

To support the platform’s rollout, Concurrent appointed Leah R. Bennett as Chief Investment Strategist. With over 30 years of experience, including leadership roles at Westwood Wealth Management and The Capital Group, Bennett said, “We designed WealthSelect to give advisors what they need to compete at the highest level. It’s a platform that supports deeper client relationships, more efficient portfolio management, and truly customized investment strategies.” 

Backed by Merchant, Tampa-based Concurrent has also expanded its broader operations, reaching $9.7 billion in assets under management in the first quarter of 2025 after adding six new advisor teams with $2.01 billion in assets. The firm appointed David Montgomery as managing director of Retirement Plan Services to enhance its retirement offerings. 

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Concurrent Investment Advisors, LLC

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.