Founder's Message from Nick Giacoumakis

"As a wealth manager and investment adviser over the past 25 years, I’ve developed and counseled a diversified clientele. I’ve had the opportunity to help a substantial demographic: the small-business owner. One critical area I’ve discovered they need help with is business strategy and enhancement.

The small-business owner often overlooks their most valuable investment for retirement and their legacy: their business. Most business owners work tirelessly year after year to operate, sustain, and grow their companies, but they may not be spending nearly as much time examining planning and strategy. Implementing proper business strategy, in alignment with their goals, will help them capitalize and increase the value of their largest investment."

- Nick Giacoumakis, Founder and Principal