Independent advice. Institutional strength.
A boutique relationship with you — backed by the resources, technology, and trusted partners of a national platform.
Your money is held by an independent custodian. Your advice comes from a fiduciary. And the partners behind your plan are chosen to serve you — not the other way around.
As an independent practice, we are not owned by a bank, an insurer, or a fund company with products to sell. That independence is the foundation of objective advice. It lets us bring institutional-grade tools and trusted partners to your plan while keeping our fiduciary duty squarely with you.
Three roles, kept separate by design
Your Advisor
Wine Country Wealth — a fiduciary acting in the best interest of you and your family. We build the plan, manage the strategy, and stay by your side.
Your Custodian
We manage your accounts, while an independent custodian maintains custody of your assets.
Your Platform
Concurrent Investment Advisors provides compliance, operations, investment resources, and technology — so we spend more time with you, and less on paperwork.
Your assets, held at institutions you know
Through Concurrent's multi-custodial platform, we can custody your accounts at the firm that best fits your plan — never limited to a single provider.
Custodian availability is determined through our platform and your individual circumstances. Logos and names are the property of their respective owners.
Concurrent Investment Advisors
Concurrent is an independent, SEC-registered investment advisor — and our strategic operational partner.
As a multi-custodial hybrid RIA, Concurrent gives us the flexibility to work across multiple custodians and partners, choosing what best fits your plan rather than being limited to a single firm's products. Through its ecosystem we access institutional-quality investment resources, advanced planning technology, robust compliance and supervision, and a deep bench of specialists — the engine that lets a boutique practice deliver big-firm capabilities.
Put simply: Concurrent serves you by serving us — handling the operational work so we can focus on answering your questions and advancing your plan.
A fiduciary partner for your retirement plan
We work with corporations, nonprofits, and associations — helping plan sponsors support their people with confidence.
Advice that's truly on your side.
Whether you're an individual, a family, or a plan sponsor, we'd welcome the conversation.