• Do you have a Risk Management Strategy?

    border

    Good wealth management strategies do more than preserve and grow assets; they also account for major changes & events that can prevent investors from meeting their life goals.

  • Your Future is In Good Hands

    border

    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

  • Take your first Steps to Financial Freedom

    border

    Creating a financial plan helps you set long and short-term life goals. Let our team help you to discover the true value of Financial advice.

  • Is Retirement closer than you Realized?

    border

    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

  • rss icon

    Latest Blog Posts

    Get Fiscally Fit for 2014

    1 January, 2014

    Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »

    Cure Retirement Anxiety

    23 December, 2013

    Over and over again every study I read about retirement says no one is saving enough for retirement. I’ve all heard this message... More »

    From the Portfolio Management Desk: The Recent News from Greece

    IPC Private Wealth 2014 Year-End Market CommentaryThere has been a lot of speculation over the past few years about Greece’s ability to pay its debt, and its future with respect to its membership in the European Union. What does all of this mean to Counsel investors?
  • IPC Private WealthIPC Private Wealth
  • Insurance & Estate PlanningInsurance & Estate Planning
  • Bringing over 28 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind
    fancybox-image
    Gus Gianias & John Soutsos

    John Soutsos (left) and Gus Gianias (right).

    Our clients know they can rely on:

    • a defined, consistent approach to financial planning 
    • a committment to a long term relationship
    • a clear & transparent map to execute your financial plan
    We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
    Replacement content if no testimonials