Giokas Wealth Advisors

Financial Services - Williamsville, New York, United States

Giokas Wealth Advisors Employees
Kathy Ostroff

Sales/Personal Assistant - Financial Coordinator

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Kathryn Anderson

Director of Wealth Services

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Giokas Wealth Advisors Details

From an abstract perspective, most people think that becoming wealthy will make life easier. Yet after you accumulate substantial wealth, life gets more complex. You walk around with all of these unsolved issues that clutter your thinking. Each one has so many tentacles that you never get to check any one item off the list.Introducing The Wisdom of NowTM A unique process for helping people return to a place in their thinking that mirrors the clarity they felt in simpler times. It allows wealthy families to take all the wisdom they accumulated in creating their wealth, and apply that wisdom to designing what they want to do with the wealth. It is a methodology for consistently, repeatedly making wise choices about complex topics. We have observed that most planning procedures were created for up-and-coming families who were focused on making ends meet and saving toward financial independence. Their obstacles and opportunities were specific to their worlds.Because you are starting in a different place, the best planning experience will likewise start in a different place. This is The Wisdom of Now.

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Employees: 3
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Location: Williamsville, New York, United States
Revenue:

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