Asset Management
Ethos brings together the most relevant resources that help you become liberated from financial worries. Read More . . .
Retirement Planning Solutions
With proper planning, we can help liberate you from your financial worries… retirement doesn’t have to mean a downturn Read More . . .
P2P Mrketplace Lending
We have exclusive access to P2P marketplace lending strategies to access short-term high-yielding investments for our clients. Read More . . .
Risk Management
In managing risk, there are really only two options: 1) Accept the risk, or 2) transfer the risk to a third party. With option #2, insurance is used Read More . . .
Estate Planning
The IRS views married couples as a single economic unit. When the first spouse dies, no estate taxes are due. This is called the unlimited marital deduction. Read More . . .
Business Solutions
Ethos works with entrepreneurs and businesses of all sizes. Our expertise, as well as our association with other professionals enables us to offer you a full Read More . . .
Family Office Solutions
We serve single family office and multi family offices in unique ways. Since every family has unique needs, we listen to your needs and determine how our Read More . . .
Banks and Institutions
With a team of experts, our Specialty Income Strategy provides a thoughtful way to access marketplace lending solutions that is designed to drive measurable results with your Treasury Management team.