Wealth Management

Aegean
Wealth Management ^®

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About Us

Aegean Wealth Management is a wealth management firm that offers wealth management services to individuals and institutions.

Our philosophy within the wealth management business is unique: we focus almost exclusively on a wealth preservation style of wealth management. We implement our wealth preservation philosophy through a combination of prudent asset allocation and wealth structuring combined in a disciplined common-sense process. The end product – a wealth preservation portfolio – is something that the client can bet the financial future of himself and his family upon.

Unique to our firm is that we do not implement portfolios in house. Therefore there is no chance that we are making any recommendations only because they generate fees or commissions for us or for third parties. You, the client, get truly objective advice.

Also unique to our firm is that we do not hold client assets. We can offer choices of asset custodians. Because it is you, the client, who chooses where to hold your assets, you are diversified against having all your assets at one firm – a very risky proposition.

Aegean Wealth Management is a privately held firm. This means the following for the client: we are independent and not subject to any short-term profit delivery pressures, which might be found in a publicly traded firm. Consequently, the client will receive advice based on the client’s best interest; not the shareholders’ or the banker’s best interest.

As a client of Aegean Wealth Management you will have your own personal wealth manager. In order to become a wealth manager for our firm, wealth managers must adhere to our three tenets: 1) wealth management, as first and foremost, a wealth preservation discipline; 2) a long-term perspective placing the client above all else; 3) a commitment to absolute discretion and privacy. Each manager has a limited amount of clients guaranteeing you a high level of service. Contrary to other occupations, we believe wealth management is an old soul’s game, with years of experience giving wisdom and discernment; hence, we try to attract and retain those individuals with many years of experience in the industry.

We invite you to contact us. We offer all potential new clients a complimentary telephone consultation to tell us a little about themselves and their expectations and needs. If you decide to become a client, a fee arrangement can then be made. Many of our clients use us for a second or third opinion. Many clients opt for a remote consultation and never even come to our office.

The Aegean promise: the client's economic interest always comes first.