A letter from our founder, Matthew Lapides
When I founded Ethos Private Wealth, it became clear that the business is a reflection me and my values. Although the approach at Ethos to align the firm and client may seem obvious, it is in fact a different approach… a pure one. We have assembled a client forward “IOU” posture, that is: Independent, Objective and Unbiased. With obvious conflicts that exist at big banks, we decided to ascend and follow a different path.
Our passion revolves around helping families and businesses to organize their financial matters and provide intelligently constructed asset management, wealth and capital market solutions. We are dedicated to providing a more satisfying relationship on your way to financial prosperity.
We believe that designing a winning strategy is the starting point to success. It takes time in planning, innovation and execution and a lot of care along the way. Fortunately, Ethos can help show you how to get from here to there… it’s easier when you know the right path. Using innovation in technologies, access to institutional investments and a comprehensive planning approach, we create the right blend of high-tech and high-touch for an optimal client experience.
We are here to serve our clients, use time-tested ideas and bring creative solutions to meet unique needs. We spend every day trying to bring some dignity back to financial services and help restore investor confidence one client at a time. Welcome to Ethos, we are principally driven to help liberate you from financial worries.