As an institution working with generational wealth, business owners, estate planning, philanthropy, investment management, and tax planning, it is our mission to be there for people when they need us most. It's easy to be there for people when times are good, whether that's a wedding, a birth of a child, or a successful liquidity event from the sale of a business. But the hard times - when your family is going through a family member's death, a divorce, an economic downturn and down markets - that' s when we want to double down in our commitment to our clients. The word Petros is Greek for 'Stone' or 'Rock,' and we want to be that strong foundation that people can depend on and rely on to navigate through life and market cycles in order to thrive, build, and ultimately preserve and transition their wealth according to their values.
