Our Difference is found in the details

Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. Here are the ways we stand out – and the reasons why you should give serious consideration to Panos Firek Wealth Management.

Our level of care

We believe our number one differentiator is the level of care we put in to every client relationship – the attention we give, the customer service we deliver, and the regular communication we maintain. It’s a difference you can appreciate – made possible by deliberately limiting our practice to a select number of clients.

Our experience and credentials

Our team has over 130 years of combined experience in the financial services industry. Members of our team have obtained CFP^® certification and the CRPC^® designation, which give them added experience in evaluating and making recommendations for our clients.

Our comprehensive planning

Our comprehensive planning, customized for every client, encompasses all aspects of the financial spectrum that high-net-worth people require. We manage not only your assets, but can advise you on your liabilities as well, from mortgages to lines of credit.

Our disciplined rebalancing strategy

It is our belief that the rebalancing of a portfolio can be one of the most important elements of proper wealth management. Through our discretionary portfolios, we can take decisive action throughout high periods of volatility, allowing us to attempt to buy at lower prices and sell at higher prices. We consider our disciplined rebalancing strategy to be a major differentiator.

The process of rebalancing may result in tax consequences. There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital.

Our true team approach

We take a true team approach to serving your every need. While you will have a primary relationship with your lead advisor and client service associate, if that person is not available, another member of our team with knowledge of your situation and plan can step in and serve you.