Wealth Management Planning Today for Tomorrow’s Enjoyment

Achieving financial comfort and giving you back the precious commodity of time

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Our Core Values Empower You

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.

Innovation

Freedom to bring unique, customized strategies. Innovation drives results.

Responsibility

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

Determination means never giving up. As stewards of your wealth, we are determined to provide your desired financial freedom.

Passion

Authentic passion for serving people is why Pallas was created. Creating long-lasting relationships that become lifetime friendships is truly an honor.

Experience Pallas

How We Serve Our Clients

We believe the success of our clients is inextricably linked to who we are, why we exist and our company culture.

Link to: Retirement Planning

Retirement Planning

Our advisors take the time to understand and plan for your lifestyle, risk, pension and/or social security, retirement income needs and beneficiaries.

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Link to: Investment Management

Investment Management

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.

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Link to: Estate Planning Services

Estate Planning

Our mission is to create a comprehensive, tax-efficient plan to protect your estate and family.

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Link to: Risk Management

Risk Management

We review and enhance your approach to life insurance, long-term care, disability insurance.

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Link to: Business Owner Planning Services

Business Owner Planning

Our teams review your business needs, conduct business valuations, assess cash and capital needs, and facilitate succession planning.

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Link to: Executive Compensation

Executive Compensation

We provide stock option strategies, concentrated stock services, and knowledge in restricted securities and regulated areas.

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Link to: Family Office

Family Office

At Pallas Capital Advisors, we believe in managing multiple relationships from accountants, estate attorneys, insurance agents and investment advisors.

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Link to: Philanthropy

Philanthropy

You’ve spent years successfully accumulating your wealth. We carefully review your philanthropic objectives to ensure they are done thoughtfully and effectively.

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The Pallas Story

Always searching for the best strategy to enhance one’s personal wealth brought these three colleagues together with decades of experience. Pallas Capital Advisors was created to provide freedom in wealth management strategies.

Richard-Mullen

Richard Mullen

Founding Partner
Chief Executive Officer

Charles-Evangelakos

Charles Evangelakos

Founding Partner
Chief Financial Officer

Greg-Boyle

Greg Boyle

Founding Partner
Chief Growth Officer

At Pallas, we focus on comprehensive wealth management solutions.  What exactly does that mean? That means that we look at your whole financial picture and how it affects you and your family – that includes investments, risk management, estate planning strategies, tax minimization, and more as we work with your outside advisors.  We hear it all the time – “we only need asset management”, or “I already have a financial plan, it doesn’t need to be updated”.  That’s the Pallas difference – you can enjoy your life knowing that your whole financial picture is continuously monitored and updated as needed by your dedicated team at Pallas.  As your life evolves – your family grows, your business expands, or you have a different major life change – your financial plan evolves with you.  And, as stewards of your wealth, we’re there with you every step of the way.

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Our Unique Advantage

Financial Planning

We take a holistic approach and create personal blueprints and financial models helping clients uncover new opportunities, best tax strategies and achieve their goals.

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Massachusetts

45 Braintree Hill Office Park Suite 201
Braintree MA 02184
(781) 971-5052

New Hampshire

36 Maplewood Avenue
Portsmouth
NH 03801
(603) 292-3699

New Jersey

1 Maynard Drive Suite 2101 Park Ridge
NJ 07656
(551) 277-2686

Wakefield, MA

701 Edgewater Drive,
Suite 140, Wakefield,
MA 01880

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Triad Advisors, LLC. Member FINRA / SIPC. Investment Advice offered through Pallas Capital Advisors, LLC, a registered investment advisor. Pallas Capital Advisors is a separate entity from Triad Advisors, LLC.

Pallas Capital ADVISORS is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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