Your Life

Life is about making choices; we often have too many options and not enough time or information to make the best selection for our unique circumstances. The influence of our friends, family, co-workers and media makes this decision process even more difficult. My goal as your Wealth Advisor is to help you make the best choices for you and your family. My disciplined and personalized approach to managing your financial affairs makes me uniquely qualified and differentiates myself from my competitors. Working with me you will find that I identify obstacles and opportunities and provide you with tools that you need to make informed financial decisions.

Your Livelihood

Your investment portfolio represents many years of hard work and careful savings. It may also be an important source of income, if not today, at some point in the future. Protecting this valuable asset against the ravages of market volatility and the slow decay of inflation is my number one priority. My focus as a Wealth Advisor is on structuring your investment plan based on a careful review of your financial goals, risk tolerance, and investment knowledge. This detailed analysis enables me to build an investment plan to suit your short and long term goals.

The Importance of a Sound Partnership

To reach your financial objectives you need to meet the challenge of managing conflicting priorities in a complex world. A trusted Wealth Advisor can help you overcome the many obstacles you will encounter and plan an effective strategy for achieving financial success. I am dedicated to understanding your goals and will work diligently with you to ensure to meet them.


  Contact me today for a complimentary, no obligation review of your portfolio. Metaxas Makedos (519) 886-3774