The Paputsakis Wealth Advisory Group
Our clients feel comfortable and confident knowing that they have more than one professional handling their affairs as we are a group of experienced Wealth Management Professionals. We have the knowledge, expertise, resources and network available to deliver solutions that will meet all of your Wealth Management needs.
Many clients deal with us because of the wide range of solutions we can offer and because we take pride in simplifying the Wealth Planning process while providing them with the assurance.
Our philosophy is to build and maintain trusted, long-term relationships not only with our clients, but also with their families and center of influences. We understand that there are more than just numbers to a financial plan. Discovering your dreams and values are usually the best place to start. Once we understand the principals and morals you live by we then work closely with you to separate needs versus wants and priorities. Our ultimate goal is to be able to show and explain how your financial decisions affect the style of life you are living and the legacy that you plan to leave. We want to be the last Wealth Group you ever deal with.
Financial Products and Programs
No matter what your fixed-income investment goals, we can help you find investments that are appropriate for your portfolio. Whether you’re looking to invest for the short term in money markets, or are interested in long-term bonds, our wide range of fixed-income products and competitive pricing will meet your needs
Fee Based and Managed Programs
Meridian is a non-discretionary, fee-based brokerage program offering clients the benefits of advisor-based, full-service investing. This innovative program provides you with the benefits of an overall holistic approach to managing your entire wealth situation, the ability to hold almost any investment vehicle without paying additional costs or fees and regular portfolio monitoring and rebalancing. Clients pay an annual fee instead of commissions on every transaction.
As a managed investment portfolio, the BluePrint Program allows you to benefit from the research expertise of our top-ranked institutional equity research analysts. All portfolios in the BluePrint Program are individually managed and are customized to meet your needs. Every quarter you receive a comprehensive personalized Quarterly Review. A single quarterly or monthly fee covers all professional portfolio management services and transactions costs.
Introducing the next evolution of managed accounts. The Architect Program is a unified managed account that brings together the best of mutual fund investing (broad and accessible diversification) with the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities). All of this is brought together in one coordinated portfolio, with the rigorous oversight and due diligence from our internal and external teams.
The Quadrant Program follows a disciplined investment process using five levels of diversification to minimize risk and decrease volatility in your portfolio. Your assets are strategically allocated by asset class, investment style, market capitalization, investment manager and geographic location. Each Quadrant portfolio consists of specialized mutual funds from SEI Investments (SEI), one of the largest "manager of managers” in the world. An Investment Policy Statement provides the framework on which your portfolio is built and also clearly outlines your asset mix, risk tolerance and investment goals. Quadrant portfolios are monitored on an ongoing basis by BMO Nesbitt Burns to ensure they operate within their stated target asset allocation. An annual fee covers the features and benefits offered by the Quadrant Program and your Investment Advisor.