The Concurrent Platform
As part of Concurrent Investment Advisors, an SEC-registered RIA, the practice draws on a deep bench of planning specialists, research, and technology — capabilities far larger than any single advisor could offer alone.
The Practice
Built around your relationship
Wine Country Wealth is a relationship-first, fiduciary practice that pairs personal attention with institutional-grade resources — helping individuals and families nationwide bring their entire financial picture together.
Our Philosophy
The relationship comes first
At the heart of Wine Country Wealth is a simple belief: the relationship between you and your Wealth Manager is the most important asset in any plan. Everything begins with that trust — your family, your goals, and the life you want your wealth to support.
Led by Stevan Dority, Wealth Manager, and a dedicated team across service and legacy planning, the practice pairs that personal relationship with serious institutional firepower. As part of Concurrent Investment Advisors, an SEC-registered RIA, we bring a deep bench of specialists, research, and technology to every client — while your assets stay held at established custodians for security and independent oversight.
The result is the best of both worlds: a true, one-to-one relationship with a Wealth Manager who knows your life, backed by the resources of a national firm. That combination shapes every plan we build.
Experience
More than two decades of comprehensive wealth management, backed by an institutional partner.
Wine Country Wealth brings the full toolbox to every relationship — investment management, retirement and tax planning, estate and legacy strategy, risk and insurance — every discipline coordinated under one roof for individuals and families across the country.
Behind the Practice
A boutique relationship, institutional-grade resources
You get the attention of a local practice with the depth of a national firm standing behind it.
Institutional Custodians
Your assets are held at established institutional custodians — Fidelity, Schwab, and Goldman Sachs — for security, transparency, and independent oversight of every account.
Your Inner Circle
We collaborate with your family and your other professionals — your CPA and attorney — to coordinate the big decisions in one cohesive plan.
Say Hello
Let's get to know each other.
The first conversation is relaxed, honest, and entirely about you.