What it Means to Go Beyond
At Ethos, we strive to go beyond duty. That means going above what is expected, taking additional steps, putting in extra effort, seeking creative ways to improve outcomes and being exceptionally dedicated to serving a small group of clients.
We strive to make a greater impact when helping others and undertake actions that are not explicitly required. But, when performed, these additional steps can manifest into meaningful differences. By choosing to go beyond the call of duty means that we choose to take additional time, effort and energy to achieve extraordinary results. As a fiduciary, we already have an obligation to act only in our clients' best interest. However, going beyond duty satisfies our intrinsic desires to help others and creates a unique relationship with those we serve.
Some Things are Steadfast in a Changing World
So much has changed over the years, but one thing holds steady every day; our commitment to providing high-quality financial planning and investment services for select families. As time has passed, Ethos has seen a wider spectrum of people seeking a safe and dependable place to find guidance on their financial journey. This includes families, single women, business owners, socially responsible investors and charitable organizations. To move in stride with an ever-changing world, we are continuously evolving to bring a blend of strategic financial planning with cutting-edge technology to our clients. That vision is steadfast, and we will continue to listen to our clients and strive to exceed their expectations.
A Transformative Experience
At Ethos, you are not just an observer, you are actually the participant in an experience. We ask questions and listen. Using your unique life as a canvas, we can help to better frame how your most important priorities and desires fit together and impact each other. Our highly visual tools share elements of your financial life and you can see how the decision you make now can impact your financial future. Using a combination of techniques in wealth planning, asset management, tax minimization and wealth transition, we often transform a compartmentalized perspective to one of a higher collective understanding. As your life changes, and it will, we incorporate those matters as well to continuously help you make smart decisions from our time, experience and wisdom in helping other families.