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How We Work

How We Work

We believe that successful client relationships start with transparency. We prefer to have open, frank conversations with you during which we can learn about your financial and legacy goals, all of which help us understand your full life picture. We then help prioritize your needs, develop a plan, and adjust accordingly over time.

 You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Ramin Abrams

Wealth Advisor

646-825-1404

Ramin.Abrams@concurrentny.com

Ramin Abrams is a Private Wealth Financial Advisor at Concurrent Advisors. His passion is to help clients achieve their goals by educating them about investing and the power of wealth beyond the wallet. He forms long-standing relationships with the families and organizations he works with, helping his clients develop investment policy statements, legacy plans, and philanthropic goals.

Ramin learned early on that capital preservation and tax efficient strategies are key considerations in serving the wealthy clientele. In other words, it is less about what you earn and more about what you keep.

Ramin believes that every client deserves a personal, tailored plan. He takes a multi-generational approach to his client relationships, with a specialty on family dynamics, financial literacy, and legacy planning. Lasting, meaningful, and open relationships are the foundation of Ramin’s practice.

Ramin is a Juilliard trained classical musician, avid marathon runner, and completed the Lake Placid IronMan. He continues his passion for music by performing at non-profit galas and events to support their fundraising efforts. Ramin served as a board member for the Harmony Project and continues to support Los Angeles Children’s Hospital, Project ALS, and Colel Chabad.