Company Profile
In 2007, Athenian Private Client Group was founded by Mr. Spiros Vassilakos as a company that specializes in helping individuals and businesses. Athenian Private Client Group will identify and help achieve financial goals, apply suitable investment strategies and provide asset management, asset preservation and financial planning solutions.*
We are committed to working with our clients as a strategic partner to help create and execute strategies that strive to address our clients most pressing financial and investment needs. Athenian Private Client Group provides a no obligation investment consultation* where we will review your investment assets and help you put together a strategy designed to help achieve your financial goals. Athenian Private Client Group create strategies that are best suited for our clients investment needs by offering stocks, fixed income securities, investment advisory services and insurance services offered through our broker-dealer SagePoint Financial, Inc. Our Advisory service programs provide investor flexibility and emphasize asset allocation and potential alternative investment opportunities. * All reference to investments, securities and investment advisory services are offered through SagePoint Financial, Inc., member FINRA/SIPC and registered investment advisor. Athenian Private Client Group is not affiliated with SagePoint Financial Inc., or registered as a broker-dealer or investment advisor.
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