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   * Login Name
     Password
     LOGIN Remember Me
      * Forgot your password?
      * Enroll
      * Need Help?
      * Contact Us / FAQ
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      * Client Resources
 * Kanteliotis Private Wealth Management
   1735 Market St Ste 1400 Philadelphia, PA 19103-7501 T: 215.563.2300 TF:
   800.443.7500 F: 267.519.1501
   Map and Directions Map and Directions
 * Kanteliotis Private Wealth Management
   300 Conshohocken State Rd Ste 400 Conshohocken, PA 19428-3813 T: 215.563.2300
   TF: 800.443.7500 F: 267.519.1501
   Map and Directions Map and Directions


A CAREFULLY MEASURED APPROACH TO MANAGING WEALTH

When articulating how we work and what we do for our clients, there are
parallels that we think can be drawn with a high-end, handcrafted watch. When
you look inside the beveled case of a precision timepiece, you’ll discover a set
of interconnected components working seamlessly together. It’s purely by design,
brought about by experienced professionals obsessed with quality and dedicated
to the details.

That’s exactly what we’re about at Kanteliotis Private Wealth Management.


A SEQUENCE OF EVENTS

Just as each part of a precision timepiece serves a specific function in perfect
sync with the others, our team members contribute their individual skills to
serving our clients’ needs, from wealth preservation and tax mitigation … to
insurance planning and multigenerational wealth transfer. We coordinate our
efforts not only among ourselves, but with our clients’ accountants, estate
planning attorneys and business advisors … as part of our cohesive, total-plan
focus.

TEAMWORK

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“Excellence is not a gift, but a skill that takes practice.”
Plato, Greek philosopher


A MEASURE OF PROGRESS

Just as a precision timepiece is thoroughly tested to work accurately in all
conditions, our decades of financial industry experience have given us wisdom to
work through every kind of market environment. We are steadfastly focused on
carefully guiding our clients through time, always with an eye on long-term,
goal-based planning, rather than overreacting to daily market fluctuations that
plague many individuals who invest on their own.

EXCELLENCE

--------------------------------------------------------------------------------

“Quality is not an act, it’s a habit.”
Aristotle, Greek philosopher and scientist


FORWARD IN TIME

Just as you can rely on a precision timepiece for accuracy in the moment and
endurance for the future, you can count on us to be there for you through the
times of your life, wherever your aspirations take you – and like a family
heirloom, be there for the next generation of your family as well. It’s how we
ultimately arrive at the quality client experience we take the utmost pride in
providing.

LOYALTY

PLANNING WITH PRECISION

envelope
   
 * Kanteliotis Wealth Management
   
 * 1735 Market St Ste 1400 Philadelphia, PA 19103-7501
   
 * T: 215.563.2300
 * TF: 800.443.7500
 * F: 267.519.1501
   
 * Map & Directions
 * Map & Directions

   
 * Kanteliotis Wealth Management
   
 * 300 Conshohocken State Rd Ste 400 Conshohocken, PA 19428-3813
   
 * T: 215.563.2300
 * TF: 800.443.7500
 * F: 267.519.1501
   
 * Map & Directions
 * Map & Directions

 

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response to a request for information may be delayed. Please note that not all
of the investments and services mentioned are available in every state.
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site. Contact our office for information and availability.

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