A carefully measured approach to managing wealth

When articulating how we work and what we do for our clients, there are parallels that we think can be drawn with a high-end, handcrafted watch. When you look inside the beveled case of a precision timepiece, you’ll discover a set of interconnected components working seamlessly together. It’s purely by design, brought about by experienced professionals obsessed with quality and dedicated to the details.

That’s exactly what we’re about at Kanteliotis Private Wealth Management.

A sequence of events

Just as each part of a precision timepiece serves a specific function in perfect sync with the others, our team members contribute their individual skills to serving our clients’ needs, from wealth preservation and tax mitigation … to insurance planning and multigenerational wealth transfer. We coordinate our efforts not only among ourselves, but with our clients’ accountants, estate planning attorneys and business advisors … as part of our cohesive, total-plan focus.

TEAMWORK
“Excellence is not a gift, but a skill that takes practice.”
Plato, Greek philosopher

A measure of progress

Just as a precision timepiece is thoroughly tested to work accurately in all conditions, our decades of financial industry experience have given us wisdom to work through every kind of market environment. We are steadfastly focused on carefully guiding our clients through time, always with an eye on long-term, goal-based planning, rather than overreacting to daily market fluctuations that plague many individuals who invest on their own.

EXCELLENCE
“Quality is not an act, it’s a habit.”
Aristotle, Greek philosopher and scientist

Forward in time

Just as you can rely on a precision timepiece for accuracy in the moment and endurance for the future, you can count on us to be there for you through the times of your life, wherever your aspirations take you – and like a family heirloom, be there for the next generation of your family as well. It’s how we ultimately arrive at the quality client experience we take the utmost pride in providing.

LOYALTY

Planning with precision

 

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