Built around your relationship
Wine Country Wealth is a relationship-first, fiduciary practice that pairs personal attention with institutional-grade resources, helping individuals and families nationwide bring their entire financial picture together.
The relationship comes first
At the heart of Wine Country Wealth is a simple belief: the relationship between you and your Wealth Manager is the most important asset in any plan. Everything begins with that trust: your family, your goals, and the life you want your wealth to support.
Led by Stevan Dority, Wealth Manager, and a dedicated team across service and legacy planning, the practice pairs that personal relationship with serious institutional firepower. As part of Concurrent Investment Advisors, an SEC-registered RIA, we bring a deep bench of specialists, research, and technology to every client — while your assets stay held at established custodians for security and independent oversight.
The result is the best of both worlds: a true, one-to-one relationship with a Wealth Manager who knows your life, backed by the resources of a national firm. That combination shapes every plan we build.
More than two decades of comprehensive wealth management, backed by an institutional partner.
Wine Country Wealth brings the full toolbox to every relationship: investment management, retirement and tax planning, estate and legacy strategy, risk and insurance, every discipline coordinated under one roof for individuals and families across the country.
Independent advice, institutional strength
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.
Let's get to know each other.
The first conversation is relaxed, honest, and entirely about you.