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Our Mission and Philosophy

Athenian Private Client Group Corp. mission is to simplify our clients financial life, help them achieve their goals, protect their family and lifestyle with leaving a legacy.

Investment Philosophy

Prior to working with our clients the one constant reaction we hear is that "I wish I had time or get back time to do...". Before making any investment recommendations or decisions, we help our clients determine what we call the "Human Element" It focuses on four core life elements: Family, Occupation, Recreation and Money. We believe by focusing on these four life elements gives our clients a road map to take back missed time to focus on their family, business or career, their bucket list and finances.

We understand that financial independence does not require extraordinary income or investment “home runs.”  It requires, first and foremost that our clients feel that they have a partner on their side to give them time and money to focus on living their life with comfort, clarity and confidence.

Our Financial Planning Process:

  • Wealth Management:  Customized personal portfolio design, implementation and Monitoring.
  • Retirement Planning:  Proactive intelligent income and portfolio risk analysis.
  • Tax Planning:  Comprehensive diversified tax managed customization strategies.
  • Legacy Planning:  Risk Management & Charitable Giving.