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Wealth Partners Alliance

Email address and contacts

Quick try with Mark Wood from wealthpartnersalliance.com

Wealth Partners Alliance company description

Wealth Partners Alliance is an independent Advisor led company founded by Wealth Advisors to leverage technology, resources, and strategic partnerships in order to deliver superior client experiences and financial outcomes. Wealth Partners Alliance provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor.

Key Employees

  • Mark Wood
    Director, Strategic Growth
  • Mike Peschel
    Founding Partner
  • Lindsay Heyman
    Vice President, WPA

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New team members of Wealth Partners Alliance

Rick Lima
Founding Partner, Wealth Partners Alliance
David Silva
Partner
John Saalfield
Founding Partner
David Mcbee
Founding Partner
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