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Paladin Research Report For:
Matthew Lapides
Ethos Private Wealth
About Matthew Lapides
We like being a "Well Kept Secret". We choose to be small and mighty. This choice was crystal clear after serving nearly 15 years in the big bank and brokerage channel. Ethos is built upon core beliefs and principals that serve as a personal, professional and moral compass. Every relationship means something special to our firm. Our passion revolves around helping others become liberated from financial worries. We do this through tailored planning, smart decision making and access to the right solutions. We have uncovered special methods that work in all economic cycles to help achieve goals. We don't use cookie cutter solutions since no clients are alike.
The global markets are inextricably linked. Investing today requires more rigor to find the right sources of returns on your investments. Our primary goal as your Advisor is help you achieve and maintain financial prosperity through careful planning, asset management and risk management strategies. Our solutions are entirely driven by your goals and priorities, and sensible solutions are specialized for you.
Ethos is built upon core principles and beliefs, they the beacon that shines in any weather. Our approach at Ethos fully aligns the firm and client, thus creating a refreshingly pure relationship. We work for you, and nobody else. We receive no outside fees, commissions, trails or remuneration of any kind for a 3rd party. Our loyalty solely lies with our client.
At Ethos, you are not just another number or another account. Each client is important to our firm. We listen to become knowledgeable about your matters, and spend time to truly understand your needs. We are singularly dedicated to help you meet your goals. Ask us anything, we will never patronize. We have simply created a more congenial way to work together.
General Information
Firm Start Year
- 2013
No. of Employees
- 1
Compliance
Qualifications & Membership
Firm Information
Compensation and Fees
Education
Business and Economics - Finance
- Lehigh University
09/1987 -05/1991
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
https://ethosprivatewealth.com/privacy-policy/
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889802/paladinregistry-Ethos-Private-Wealth-detailed-disclosure.html
Disclaimer
Ethos Private Wealth (ETHOS) is a Registered Investment adviser in Miami, Florida. ETHOS and its representatives are compliant with the current filing requirements imposed upon state registered investment advisers by those states in which ETHOS maintains clients. ETHOS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. ETHOS's website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. The publication of ETHOS website on the Internet should not be construed by any consumer and/or prospective client as ETHOS solicitation to effect, or attempt to effect transactions in securities, or the rendering or personalized investment advice for compensation, over the Internet. Any subsequent communication by ETHOS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption/exclusion from registration in the slate where the prospective client resides. ETHOS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to ETHOS' web site or incorporated herein, and takes no responsibility therefor. All such information is provided for convenience purposes. Different types of investments involve varying degrees of risk. There is no assurance that future performance or any specific investment or strategy (including any recommended by ETHOS), will be profitable or equal any historical performance level(s).
Paladin Advisors