Experience Makes all the difference
Ethos Wealth Partners joined forces in 2018 to offer customized wealth management strategies to successful business owners, professionals and their families across the nation.
Our strength is advising business owners with the wealth management strategies that enable them to achieve financial success while providing mission critical services that accelerate business profitability and protect asset growth. By partnering with us, we help you preserve, protect and grow your business and wealth investments with purpose and confidence.
The UBS Wealth Way is our trusted process that lays the foundation to effectively organize the financial life of business owners into three key dimensions:
- Liquidity—to provide you with cashflow for near-term spending.
- Longevity—to help you improve your lifestyle and long-term needs.
- Legacy—to give you the financial freedom to improve the lives of others.
By proactively implementing this structure, we develop a specific financial plan that ensures your investment decisions and assets are fully aligned with your goals for generations to come. Through our in-depth assessment where we go deep to learn about your current wealth planning goals, we lower risk exposure and structure your assets and investments so they possess the greatest potential for growth.
Our team provides corporate services above and beyond our proven investment methods as value-add to our business owner clients. These include banking services, deriving actionable solutions to business challenges, exit analysis and planning strategies, liquidity money management, cash flow and gap analyses, private equity, lending and advanced charitable planning. Every phase is customized within the framework of your personal financial goal analysis. Together with one of the largest private banks in the world, UBS Financial Services, we enable our clients to leverage an extensive network of specialists and global resources.
As a team, we are passionate about educating you and your family about the financial matters that have the biggest impact on your life. We will connect with you on a regular basis to provide a comprehensive review of your portfolio, as well as discuss how else we can be of service to you.
As your needs continue to evolve, we will consistently provide the personalized solutions and expert financial planning required to maximize the capabilities of your investment strategies. We believe in helping you determine lead measures that will lead to success, all while holding ourselves accountable to doing what is in our client’s best interest.
Scott R. Chamberlain
Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
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702-792-3101
Kent R. Deaver
Senior Vice President - Wealth Management
Financial Advisor
Wealth Advisor
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702-792-3106
Jordan W. Grangard, CEPA®
Director
Assistant Market Head
Certified Exit Planning Advisor (CEPA®)
Wealth Advisor
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702-792-3174