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

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
Managing Director & Co-Founder

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

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