We choose to be exactly who we are! Take a look at 100 financial planning or investment advisor websites and you'll find a hundred different ways to spin professional designations (alphabet soup), boggling combined years of experience, and significant awards (a few of questionable origin). At Ethos, we have the credentials, decades of experience, and wisdom gained from meaningful experiences with our clients.
We have spent our lives pursuing our own dreams inside and outside of the financial services industry. This brings us a better understanding of the community we serve. We choose to be at Ethos because we know what it is like to work towards important goals. We are natural stewards and enjoy giving a little help in a safe place for our clients to get answers and guidance in a comfortable environment.
We are dedicated to provide a place for quality advice and professional investment management to help you on your journey. It's the first call where you speak with one of us that will really show you who we are and how we can help. We look forward to meeting you and hearing your story.
Purity: We are here to serve you; its that simple. We are on your side and avoid conflicts that may confuse that.
Visibility: With Ethos, you get a real time snapshot of your entire financial picture.
Advanced Solutions: Our intelligently designed strategies are not "off-the-shelf". They are high conviction approaches and continuously managed strategies through all market cycles.
High Touch and High Tech: We are available for you at a personal level, yet have high-power cutting-edge technology behind us that works for you.
Objectivity: Provide intelligent, impartial and unconflicted advice to clients.
Confidentiality: We keep all client relations and data private. We treat all documents with the highest standards of safety and care.
Integrity & Honor: We endeavor to take the high road, and are diligent to keep our actions authentic.
Professionalism: We treat people with integrity, honesty, dignity and respect. These are the standards that serve to be a credit to the industry.
Competency: We strive to enrich our minds and maintain a high level of knowledge in our field. We shall not provide advice in areas where we are not proficient.
Full Disclosure: We meet all regulatory disclosure requirements prior to, and during our relationship. This includes any conflicts, method of compensation and cost of investments. We never want to compromise our impartiality as your advisor.
Citizenship: We stive to be to upstanding citizens in our communities and serve as role model for others.
We choose to be small but mighty. This choice has remained crystal clear after serving nearly 15 years in the Wall Street brokerage and bank industry before founding Ethos in 2013. Built upon core beliefs and principals that serve as a personal, professional and moral compass, every relationship means something special to Ethos. Our passion revolves around helping others become liberated from financial worries. We do this through tailored planning, smart decision making and access to the right solutions. We have uncovered advanced investment methods that work in all economic cycles to help investors achieve their goals. No two clients are alike, and our clients are not numbers. We take great care to be sure that we smartly guide families seeking to accumulate, enjoy and transition multigenerational wealth for those behind them.
Investment advice offered through Ethos Wealth Management, LLC, dba Ethos Private Wealth, a State Registered Investment Advisor. Investment Banking service offered through March Capital Corporation, a broker-dealer and FINRA and SIPC member firm.