Professional Wealth Management You Can Trust
Like you, we understand how demanding your personal and professional life is. Whether you are a medical professional, a business owner, a pre retiree or professional athlete, entrusting your hard-earned savings to someone is an important decision. We realize that trust takes time to build and we respect your need to feel comfortable in your decision to have us manage your wealth. Because at the end of the day, this allows you to spend time doing what's most important to you and your family.
As a Physical Therapist working in a multi disciplinary Sports Medicine facility, and having played professional football, I loved working with clients who wanted to excel. My role was to make certain my athletes were in peak condition so that they could perform at an elite level. As a Financial advisor, my clients are successful Business owners, Healthcare Professionals, Lawyers, Engineers, Pro athletes and Pre-retirees who want to reach that elite level of financial excellence. Acting like your personal CFO, I guide you through the different aspects of your financial affairs, giving you peace of mind that you will meet your financial goals.
I do this through three areas.
I want to make sure you are comfortable with me and my team. Our goal is to understand your unique situation and goals, and together we will create a plan that delivers a personalized financial road map based off of what you told us.
Just as I accomplished with my athletes, my role is to make certain you have all your bases covered to create financial plans and portfolios to achieve your goals, giving you peace of mind.
There is a lot of information out there from print media, television, friends etc. that can become really overwhelming. My job is to de-clutter that information and focus our portfolios to reflect your needs. Together we will create the appropriate plan that works best for you and your family.
Take the Next step, contact Demitris and his team at (204) 982-3987 or email him at email@example.com for a complimentary consultation.