FAQ

Home
About Us
Who We Serve
Resource Center
Tools
- Tax Resources
- Glossary
Client Login
- Fidelity
- Black Diamond
Contact

Frequently Asked Questions

Who is Fidelity

Who is Concurrent

Are you open to new clients?

do you charge fees or commissions?

do you charge fees or commissions?

Contact

info@1858wm.com

Office: 2346785183

3250 West Market Street

Suite 105

Akron, OH 44333

1858 Wealth Management

3250 West Market St, Suite 105

Fairlawn, OH 44333

Office: 234-678-5183

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Advisory Services offered 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, LLC d/b/a 1858 Wealth Management are not affiliated companies.

Disclosures | Form CRS