Why choose us?

Aegean
Wealth Management ^®

ABOUT US

SERVICES

WHY CHOOSE US?

PUBLICATIONS

Why choose us?

We are fee-only.
We charge an hourly fee for our consulting services. You will not find us pitching in-house or third party investment products for hidden commissions. You will never feel pressured to buy investment products from us because we don’t sell them. We only sell advisory services.

We don't take custody of client assets.
Our firm does not take custody of client assets. In fact, as part of our wealth management process, we recommend that clients be very cautious about choosing asset custodians. We assist in this process.

We are a privately held and independent firm.
Since we are privately held and independent, we are not under any pressure from the public financial markets (Wall Street) to deliver predictable quarterly earnings. We maximize client value, not shareholder value. We work directly for you - the client.

We adhere to a wealth preservation philosophy.
Our wealth preservation philosophy is the result of the study of economic history, macroeconomics, finance, probability and many years of experience in the wealth management industry. We have come to the conclusion that the most effective form of wealth management is a style of that is oriented toward wealth preservation.

We have an international perspective.
We believe it is important to have an international perspective in wealth management. Geographic boundaries and political regimes change. It is important to manage wealth so that it is not disrupted by these changes.

We have a long-term perspective.
Time is the investor’s best friend. It is time that allows the investor to work and store wealth preparing for the inevitable: 1) the time when the investor will no longer be able to work; 2) the time when the investor will wish to make preparations to transfer wealth to heirs.

We offer introductory consultations.
We offer introductory consultations for new clients at a reduced or no cost. In this way a client can get acquainted with our style and see if our firm is right for him or not.

We offer remote consultations.
If you reside in another country, there is no need to come and see us in person because we can do a remote consultation. We have many clients who live in different countries and only work with us remotely. We have local clients who are busy entrepreneurs and rarely come into our office.

We don't mind being the second or third opinion.
Many of our best clients began a long-term exclusive relationship with us by first using us for a second or third opinion. Many existing clients still use us for a second or third opinion when considering major or minor portfolio decisions.

You get your own private wealth manager.
When you become a client of Aegean Wealth Management you get your own private wealth manager. You will have access to your wealth manager by phone or email.