VP: At Ethos Wealth Advisors, we are a diverse group of individuals who are committed to delivering sincere, personalized financial service with the highest level of professionalism and independence. Our West Coast roots enrich our approach, blending deep industry knowledge with a client-focused mindset. With a foundation of extensive experience and ongoing education, we pledge to act dutifully by providing tailored solutions that reflect our dedication and deep respect for each client’s individual journey and aspirations.
Differentiator: We are a group of diverse and compassionate Certified Financial Planners that have over 75 years of practical wealth experience.
Areas of Focus: Holistic Financial Planning including:
-Retirement planning (pre and post)
-pension advice
-tax minimization
-investment management
-estate planning
-budgeting
-cash management deposits
-insurance
-corporate and holding account investments
-socially responsible investments.
Target Audience:
-families with $200,000 of household assets
-professionals and business owners
-pre and post retires
