TailorMade Financial Information

TailorMade is a dedicated partner with our clients. Our clientele consists of affluent individuals, families, business owners and other advisors around the country. Our expertise is focused at the intersection of estate, business, tax, and asset protection planning through the process of understanding, building and sustaining wealth. By design, our disciplined process gives us the ability to reach into topics that traditional financial advisors leave behind. TailorMade’s role is to take complex situations and balance them with three fundamental questions: (1) Who you are? (2) What you care about? and (3) What do you want to accomplish? After an intimate understanding of these answers, the solutions that fit present themselves. Only then can there be symmetry between taxes, net returns, family dynamics, charitable and legacy planning that works for both today and tomorrow. TailorMade provides all investment advisory services through Concurrent Investment Advisors, LLC , an SEC Registered Investment Advisor. Brokerage Services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors d/b/a TailorMade are not affiliated companies. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.