WELCOME TO
Brian Carr, Private Wealth Advisor, Managing Partner and Philip Romano, Private Wealth Advisor, Managing Partner are excited to announce the launch of Concord Private Wealth of Sullivan & Associates Wealth Management—an independent practice designed with one goal in mind: to serve you better. With sophisticated portfolio management and trading platforms, access to industry-leading thought leadership, as well as institutional-level due diligence, research, integrated analytics, and risk management, we have the freedom to tailor every decision specifically to your best interests.
The name Concord is deeply meaningful to Brian and Phil. It’s a reminder of how their journey began as childhood rivals on opposing basketball teams in Virginia playing in the Concord district. They reunited years later in Raleigh, where their shared values and vision inspired this collaboration.
As family men, they understand what it means to build and preserve a legacy. That commitment guides everything we do.
Thank you for your trust—we’re honored to support you in this exciting new chapter.
Ready To Connect?
We Are.
Let’s Start the Conversation. Here’s what you can expect from our team.
Your financial journey is unique, and we believe your advisory experience should be too. Our connection with Wells Fargo Advisors Financial Network provides depth and choice in investment options, but the heart of our work is to treat your financial journey with the same diligence and respect we’d give our own.
Next Steps:
- Schedule a Consultation: Contact Concord Private Wealth to discuss your current portfolio and evaluate your current wealth strategy. Our staff will work with you to set up an in-person or virtual meeting that suits your schedule.
- Discuss Your Wealth Planning Goals: We will have an investigative conversation about your retirement goals and possible investment income sources that could help you meet those goals.
- Strategy Design: After we know who you are and what’s important to you, we will design a comprehensive strategy to meet your outcomes.
- Request a Benchmark: Ask us for a side‑by‑side comparison of your current advisory plan and our approach to see how they align with your goals.
Thank you for your submission!