statue of liberty and downtown manhattan

Action Through Discipline, Not Emotion

Nobody likes uncertainty. Knowing exactly what to expect from your financial advisor is the bedrock of a strong relationship. We balance independent, cutting-edge investment advice with a very personal approach, keeping you constantly updated on what matters most to you.

Understanding your unique objectives leads to a coherent, actionable plan—one we set out to accomplish together. On the path to success, we are process driven, while remaining agile and ready to take advantage of emerging opportunities.

Everything we do for you bears our hallmarks of elegance and simplicity.

group team photo

Our Locations

Puerto Rico

Puerto Rico

875 Carr 693
Suite 103
Dorado, Puerto Rico 00646
+1 (787) 620-6219

New York

New York Location

666 Third Ave
New York, NY 10017

Our Concierge Process

The heart of our practice is founded on sound wealth planning and agile investment management structured to handle your multi-generational needs.

We begin with a series of conversations to understand your goals, risk tolerances and time considerations. From this we derive a plan that leads to an asset allocation model, tailored to meet your objectives. On your behalf, we seek the best managers in their space with the aim of providing a customized mix of investments that is truly diverse. Then we rigorously monitor and adjust your portfolio to stay alert and flexible in changing markets.

Whatever we do, we're always in alignment with your intentions and working solely in your best interests. To further address your the future, we also assist you with tax efficiency and comprehensive estate planning.

Chris Lazos
CHRIS LAZOS

Awards & Recognitions

2018, 2019, 2020, 2021, 2022, 2023, 2024, & 2025
Best-In-State Wealth Advisors

Forbes Shook Research


2019
Top 40 Advisors Under 40 

OnWallStreet


2017, 2018, 2019, 2020, & 2021
Top Next Generation Wealth Advisors

Forbes Shook Research


2017, 2018, 2019. 2020 & 2021
Top 25 Regional Advisors Under 40

OnWallStreet


2021
Top 40 Under 40 | Top Regional Under 40

Financial Planning



*The Regional Advisors Under 40 ranking is based on production only of those advisors who were nominated for inclusion to the OnWallStreet annual list. 


**The ranking is based on an algorithm of qualitative and quantitative data for rating thousands of individuals on revenue produced, assets under management, compliance records, and industry experience. Oppenheimer & Co. Inc. is not affi liated with Forbes or R.J. Shook Research.

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