Who We Serve

Life is full of changes—whether it’s the sale of a business, a job transition, a change in marital status, the loss of a loved one, or even a lottery win. We understand that these moments often require a shift in direction and decision-making. At Ethos, we are dedicated to helping you navigate these transitions with confidence. Our goal is to assist you in organizing your financial matters, enabling you to make thoughtful and informed decisions as you prepare for the next stage of your life. Together, we’ll ensure you’re equipped to embrace new opportunities and challenges.

Whether you are currently in retirement or approaching this significant life stage, we have the experience and tools to guide you on your path. Retirement brings a multitude of decisions, and we are here to help you navigate them with confidence.

At Ethos, we utilize advanced tools and strategies to synthesize information and provide clear answers to your questions. Our goal is to ensure that you are well-prepared for both the transition into retirement and the journey that follows, helping you make informed choices every step of the way.

Our clients recognize that achieving a successful retirement is too important to navigate alone. They understand the value of having expert guidance and are open to the advice we provide. At Ethos, we are dedicated to partnering with you to ensure your retirement goals are met with confidence and clarity.

If you find it challenging to dedicate enough time to manage your family's financial matters, we are here to serve as your personal financial partner. At Ethos, we take the time to help you get organized and set clear goals. Our team is committed to implementing actionable strategies that align with your financial objectives, ensuring you have the support you need to achieve your dreams.

Our clients may have significant means, but they often don’t identify as “rich.” Through a lifetime of diligent saving and hard work, they have accumulated at least $1,000,000 in investable assets. For them, true richness comes from the quality of their lives—cherishing time with family, pursuing personal interests, and contributing positively to their communities.

At Ethos, we understand that wealth is about more than just financial assets; it’s about enhancing your overall quality of life. We are here to help you manage your financial matters so you can focus on what truly matters.

While it may sound cliché, as independent advisors, we truly value the freedom to choose our clients. We are committed to working with genuinely nice people with whom we share mutual respect. At Ethos, we believe that positive relationships are key to successful financial partnerships, and we strive to build connections that enhance your experience.