Matthew Lapides
Matthew Lapides, CFP® is the Founder & President of Ethos Private Wealth / Ethos Capital Solutions, an investment planning, asset management and investment banking firm with a focus on providing straightforward and thoughtful financial advice to families and institutions. The work at Ethos is intended to liberate clients from financial worries and provides access to niche investments such as private lending and non-bank credit strategies.
Client Collisions: Unexpected Meets Unprepared Planning
By: Matthew Lapides
What could go wrong? You have a plan, right? One thing I know is that you never get hit by the bus you are watching. You...
What’s The Value Quotient of a Financial Advisor?
By: Matthew Lapides
Value is a quotient between what you pay to what you get. Half of the quotient is cost, the other half is perceived value. The...