Concurrent Investment Advisors acquires Spire Investment Partners

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Tampa-based Concurrent Investment Advisors, LLC has acquired wealth management company Spire Investment Partners. The deal, which closed Sept. 30, was announced this month. Concurrent Investment Advisors is a registered investment advisor that operates as a platform for independent wealth managers. The company provides compliance, supervision, operational support, investment due diligence…

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Thrive, Concurrent Investment Advisors, Nate Lenz, Spire Investment Partners, St. Petersburg, Tampa