Wealth Management Planning Today for Tomorrow’s Enjoyment
Achieving financial comfort and giving you back the precious commodity of time
Delivering comprehensive trust and estate strategies through financial modeling, investment solutions, and continuity of coverage helping high net worth clients achieve financial comfort and freeing up their most precious commodity: time.
Freedom to bring unique, customized strategies. Innovation drives results.
Managing wealth should come with the deepest respect for responsibility and accountability. These core traits are inherent in our advisors navigating life with you.
Determination means never giving up. As stewards of your wealth, we are determined to provide your desired financial freedom.
Authentic passion for serving people is why Pallas was created. Creating long-lasting relationships that become lifetime friendships is truly an honor.
Forbes, Best-In-State Wealth Advisor, TOP Women Advisors Best-In-State, TOP RIA in America, and Best-In-State Wealth Advisors rankings are based on industry experience, client retention, assets under management, revenue trends, and compliance records; The Advisor Hub award is based on growth, professionalism, and level of service. Neither Pallas Capital Advisors nor its advisors pays a fee in exchange for these ranking.
What drove three seasoned financial advisors to design a modern, independent wealth management firm?
Rich, Charlie, and Greg were always searching for innovative strategies to enhance the personal wealth of their clients. They had decades of financial planning and investment experience working at big banks, insurance companies, and large broker-dealers.
A few years ago, however, they began to see the landscape in the financial planning industry shift. The culture of collaboration that initially attracted them to be fiduciaries began to crack within the walls of their respective firms, and conflicts of interest arose in the ways that they were being asked to serve their clients.
By 2019, these three colleagues fortified their growing conviction that the best way to service and grow their clients’ assets was to design a firm that was 100% independent of a parent company – and free to source for their clients.
Chief Executive Officer
Chief Financial Officer
Chief Growth Officer
Flash forward to today, and Pallas Capital is a top-ranked RIA by Forbes and the #1 Advisor to Watch per Advisor Hub*. They have attracted a passionate, intelligent, and experienced team of financial advisors who continue to innovate the art and science of modern financial planning. Their investment platform is robust – offering 100+ alternative investment vehicles – and transparent in extending favorable pricing to clients. And their investment, estate, and tax experts are prolific when it comes to sharing insights and advice with clients, producing over 52 podcasts in the past year.
*Forbes Top RIA in America ranking was awarded in 2022 and is based on industry experience, client retention, assets under management, revenue trends, and compliance records; Our Advisor Hub award was also awarded in 2022 and is based on growth, professionalism, and level of service.
We believe the success of our clients is inextricably linked to who we are, why we exist and our company culture.
Our advisors take the time to understand and plan for your lifestyle, risk, pension and/or social security, retirement income needs and beneficiaries.
Markets continually evolve and no singular investment discipline is constantly rewarded. For this reason, diversification of risk and alpha represents the foundation of our practice.
Our mission is to create a comprehensive, tax-efficient plan to protect your estate and family.
We review and enhance your approach to life insurance, long-term care, disability insurance.
Our teams review your business needs, conduct business valuations, assess cash and capital needs, and facilitate succession planning.
We provide stock option strategies, concentrated stock services, and knowledge in restricted securities and regulated areas.
At Pallas Capital Advisors, we believe in managing multiple relationships from accountants, estate attorneys, insurance agents and investment advisors.
You’ve spent years successfully accumulating your wealth. We carefully review your philanthropic objectives to ensure they are done thoughtfully and effectively.
Pallas Institute is an in-person financial literacy and education program for college students. This unique program offers an introduction to the investment industry, exposes students to potential careers in finance and investing, and gives students a chance to apply their learning through interactive case studies and presentations.
Pallas Institute inaugural class of 2023, 40 students representing 28 different colleges and universities