Financial Planning

Navigating Your Financial Complexities

Our Approach

Wealth management too often takes place in silos, as traditional firms typically do not take the time to collaborate and integrate all aspects of a client’s financial life. As part of our comprehensive approach to financial planning, we craft entirely customized plans that clearly define your short-term needs, your long-term wants, and everything in between.

Our Philosophy

Whether you are selling a business, inheriting wealth, or looking ahead towards retirement, we work in close collaboration with our investment team and your outside advisors to ensure your plan is created efficiently and effectively with your defined objectives in mind. As your life changes and evolves, your plan grows with you. That’s part of the Pallas difference – you can enjoy your life knowing, as stewards of your wealth, we’re with you every step of the way.

Financial Planning Services

Retirement Planning

We understand and plan for your lifestyle, risk, pension and/or social security, retirement income needs and beneficiaries.

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 firm.

Estate Planning

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

Risk Management

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

Business Owner Planning

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

Executive Compensation

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

Philanthropy

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

Our Process Conducted Under Your Terms

Financial planning involves a comprehensive engagement with tax code, legal documents, the clients’ investment and insurance portfolio; all coordinated with advanced planning ideas. Our process conducted under your terms will help you develop a thoughtful and effective plan to achieve your personal and financial goals. Based on our experience, we have developed a finely tuned process that will lead you through the following stages of financial planning.

1
Engage
We begin discussing how we work together and how we develop your plan.
Gather Data
We ask you for pertinent information so we can perform a holistic review.

2
3
Analyze
We analyze information and present our findings.
Design
We will develop planning strategies and identify solutions that are appropriate and present you with a final plan. The plan will include financial models that accurately reflect how your plan will function today, over time and at life expectancy.

4
5
Implement
The team at Pallas, in conjunction with your other advisors (CPA’s, investment bankers, trust officers, etc.), execute all facets of the plan.
On-going Service
We continuously monitor the plan and make timely updates as needed. This client service model is the hallmark of Pallas Capital Advisors.

6

Client Commitment

Charles Evangelakos
Founding Partner & Chief Financial Officer

“We turn intellectual rigor, passion, and innovation into a phenomenal client experience.”

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Braintree, MA

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

Wakefield, MA

701 Edgewater Drive
Suite 140
Wakefield, MA 01880
(781) 587-3478

Park Ridge, NJ

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

Newport, RI

51 Long Wharf Mall
Newport, RI 02840
(401) 847-0505

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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.

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.