At Ethos, we work closely with successful professionals, executives, investors, and multi-generational families who want a partner that understands the complexity of significant wealth. We take the time to help you understand each element of your financial picture so you can make confident, informed decisions with clarity.
For clients with $3 million or more in net worth, the questions you face are rarely simple, and the stakes are often high. Ethos helps you navigate these challenges with advanced strategies that integrate your tax, estate, and charitable considerations into every decision.
Looking to manage your overall tax exposure including income tax, capital gains, net investment income tax, and future estate tax. We prioritize strategies that help protect and grow wealth while minimizing unnecessary tax drag.
Preparing for the sale or transfer of major assets such as real estate, business interests, or highly appreciated or concentrated stock positions. We help you evaluate options, model potential outcomes, and structure transitions with an eye toward tax efficiency and long-term family planning.
Seeking a unified plan that brings together your financial, estate, and charitable strategies. Significant wealth deserves coordination, not confusion. We help bring these elements into alignment, so your planning reflects your priorities across all areas.
Wanting clarity when faced with complex choices. Wealth creates both opportunity and complexity. We help simplify the landscape, so you understand your options, evaluate the potential trade-offs, and choose what best aligns with your goals and values.
Looking for advisors who collaborate with your broader professional network. Ethos works alongside your existing attorneys, CPAs, and other professionals to help synchronize your team and reflect your priorities consistently in your plan.
At Ethos Capital Management you’re not just a client, you’re a partner in financial empowerment. Let Ethos help you shape a legacy built on clarity, confidence, and literacy.
We help to bring confidence and clarity to retirement planning. Contact our team of financial professionals to get started.