Our History

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Founded in 2013 by Matthew Lapides, an entrepreneur with a rich background as a former Director at a Wall Street firm, Ethos Private Wealth is built on a commitment to serve clients with independence, objectivity, and integrity. Matthew began his finance career in 1998, and his dedication to client success led to the establishment of Ethos, inspired by the encouragement of his long-standing clients.

At Ethos, we are driven by our core values and a deep commitment to our clients. Our passion lies in helping families achieve and maintain financial prosperity. This often includes organizing both personal and business finances across areas such as planning, asset management, risk management, tax minimization, and more.

We believe that a well-designed strategy is the foundation of financial success. Achieving your goals requires thoughtful planning, innovation, and careful execution. Fortunately, Ethos is here to guide you on your journey, making it easier to navigate your path to financial security and success.