NTS Bearing Total Wealth Management: As Seen in Kiplinger скачать в хорошем качестве

NTS Bearing Total Wealth Management: As Seen in Kiplinger

#financialadvisor #financialadviser #financialadvice As Seen in Kiplinger https://www.kiplinger.com/article/inv... Amid the economic crisis of 2008/2009, the timing seemed risky for financial advisor Nilos Sakellariou to launch his independent wealth management practice. Sakellariou’s gut instinct, however, told him it was the ideal time to walk away from the world of mega-sized wealth management firms whose investing strategies are often driven by sales quotas. When the doors of NTS Bearing - Total Wealth Management opened in 2009, his clientele of high net-worth and prominent families remained intact – a testament to the high-value his clients placed on his prudent advice and consistent service over time. Typically, advisors who leave large firms also leave behind a significant number of their clients. Not so for Sakellariou, who was a 20-year veteran of the industry with a long track record of maintaining client relationships through both good and bad times. In 2008 when other advisors struggled to keep clients due to market losses, he ranked in the top 1% of all Merrill Advisors on both client retention and client acquisition, without losing a single household during that difficult year for the industry. “My clients have the benefit of a partner delivering ‘true’ wealth management in concert with their taxes and estate planning under one roof,” explains Sakellariou. “Each client’s investment plan is individually customized – no generic, paint-by-numbers strategies. Most importantly, we provide these comprehensive services without the conflicts of interest that exist at larger firms.” Today, Sakellariou continues to counsel his clients with his expertise in the areas of investments, planning, taxation, trusts and estates. For help with your retirement planning and wealth management contact NTS Bearing at 410-263-1313 or visit them online at https://www.aretewealth.com/annapolis... NTS Bearing - Total Wealth Management 61 Cornhill Street Annapolis, MD 21401 (410) 263-1313 Schedule a Free Consultation: https://www.financialservicedirectory... Facebook:   / nts-bearing-total-wealth-management-212801...   Securities offered through Arete Wealth Management, LLC. Member FINRA, NFA, SIPC.