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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.
Joe Palmisano
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. 

Read More News Stories About: Concurrent
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Concurrent Investment Advisors, LLC

About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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