Our Approach

Not all advisors are made the same. With over 20 years of experience advising clients, my wealth management team and partners are on a mission: To Grow and Protect your wealth. Together, we are changing people's lives and are ready to tackle yours.

We are dedicated to your financial well-being. We take the time to listen and understand what you would like to accomplish. Whether you need assistance for yourself, family or business, we will create customized solutions based on those needs.  

Wealth management is much for than investment management. It includes estate planning, retirement planning, tax planning, insurance planning and so on. Your financial security is important and we want to give you peace of mind. Call us today, we are ready.

George Mantopoulos

Investment Advisor

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514-630-0889 | LinkedIn
1-800-510-6470

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