ETHOS PRIVATE WEALTH
Your Future, Our Expertise: Securing Wealth with Integrity
ETHOS PRIVATE WEALTH
Your Future, Our Expertise: Securing Wealth with Integrity
About Our Firm
Ethos Private Wealth is an independent Registered Investment Advisor that works with families and business owners across the United States and internationally.
The Ethos Way
We embrace a philosophy that transcends mere duty. This entails surpassing expectations, exerting extra effort, and innovating to enhance outcomes. By going beyond expectations we achieve exceptional results. Our fiduciary responsibilities along with our dedication fosters a distinctive bond with those we serve.
Our Core Services
Retirement Planning
Tax Minimization | Risk Management
Business Owner Planning
Will you have "enough" income from social security, pension, portfolio income, passive income or large liquidity events?
Business Owner Planning
Tax Minimization | Risk Management
Business Owner Planning
Methods to keep, monetize or transition the wealth you have built in your business in accordance with your goals.
Tax Minimization | Risk Management
Tax Minimization | Risk Management
Tax Minimization | Risk Management
Understanding, avoiding or transferring the risks of breadwinner death, lawsuits, risk to real property and risk of health. Methods to minimize tax exposure during your lifetime, identify tax favored solutions and effective wealth transition.
Education Planning
Education Planning
Tax Minimization | Risk Management
Assuring you are meeting the funding goals of your direct or multi-generational family education desires.
Estate Planning
Education Planning
Estate Planning
Assuring that your wishes are met without confusion when you pass.
Digital Assets
Education Planning
Estate Planning
Assisting you with custody and investing in Digital Assets.
Your Team
Matthew Lapides, CFP®
Travis Kilgore, CMT®, CRPC®
Travis Kilgore, CMT®, CRPC®
Founder and President
Travis Kilgore, CMT®, CRPC®
Travis Kilgore, CMT®, CRPC®
Travis Kilgore, CMT®, CRPC®
Managing Partner