Ethos Private Wealth was founded in 2013 by Matthew Lapides, an entrepreneur and former Director of a Wall Street firm, who started his finance career in 1998. Motivated purely to serve clients in an Independent, Objective and Unbiased fashion, Ethos was formed at the encouragement of his long standing clients. The foundation of Ethos is composed of unwavering deep values, and our approach fully aligns with our devoted clients.
Our passion revolves around helping families achieve and remain financially prosperous. This often involves organizing both personal and business financial matters in the areas of planning, asset management, risk management, tax minimization and more.
We believe that designing a winning strategy is the starting point to success. It takes time in planning, innovation and execution with plenty 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.