Meet our Team
Our client relationships are built on trust, integrity and mutual respect. We are always striving to exceed our clients’ expectations. You can count that our experienced team of professionals will be available when you need us.
Our Qualifications
We have been working with individual investors and institutions for more than 28 years. We have the experience in all areas of investment planning to help you pursue your goals.Designations Held by The Syrios Wealth Management Group
The Right Relationship
The Syrios Wealth Management Group works with Institutions that demand a high level of service coupled with extensive experience in institutional consulting. We employ strategies for Institutions that:- Want a clearly defined and documented investment process
- Want to be educated on their fiduciary responsibilities
- Want to improve asset performance
- Need to maintain a process for Liability Driven Investing (LDI)
- Need cash management solutions while maintaining FDIC insurance*
- Want an optimal risk/return allocation for their organization's long-term investment time horizon
Our Approach
The Syrios Wealth Management Group understands the complexities and responsibilities that fiduciaries face when making important decisions. We have the flexibility to design an institutional asset allocation solution for your organization. Our personalized approach is here for you in these several ways:- Conduct interviews to gather relevant information to uncover acceptable and ideal goals
- Perform a financial analysis customized to help meet stated goals
- Assist in the development of an Investment Policy Statement
- Advise you on an optimal asset allocation to match your goals and spending needs
- Review investment managers' performance versus benchmarks and peer groups, and make investment changes when necessary
- Periodic review of investment portfolios with board members or investment committee
Wells Fargo Advisors offers FDIC-insured Certificates of Deposit as well as Expanded and Standard Bank Deposit Sweep.
*The FDIC standard maximum deposit insurance amount per depositor per insured depository institution for each account ownership category is $250,000.
The Expanded Bank Deposit Sweep is the primary Cash Sweep Vehicle for eligible new accounts consists of interest-bearing deposit accounts at affiliated (wholly-owned subsidiaries of Wells Fargo & Company), and unaffiliated (banks not affiliated with Wells Fargo) banks. Resource accounts and retirement accounts in our discretionary advisory programs are not eligible for the Expanded Bank Deposit Sweep. The Expanded Bank Deposit Sweep will provide up to $1.25 million in FDIC insurance ($2.5 million for joint accounts with two or more owners).
The Standard Bank Deposit Sweep is available for clients who elect to exclude the unaffiliated Program Banks from the Expanded Bank Deposit Sweep. The Standard Bank Deposit Sweep consists of interest-bearing deposit accounts at two banks affiliated with Wells Fargo Advisors. The Standard Bank Deposit Sweep will provide up to $500,000 in FDIC insurance ($1 million for joint accounts with two or more owners).
Balances on deposit in the Bank Deposit Sweep Programs, together with any other of your deposits held directly at the unaffiliated banks, are insured by the FDIC, an independent agency of the U.S. government, up to a maximum amount in accordance with the rules of the FDIC. Deposits (including principal and interest) at each of the unaffiliated banks are eligible for federal deposit insurance up to $250,000. Different ownership categories of accounts are separately insured.
A Financial Advisor who has been awarded the CFP® professional certification has demonstrated skill in analyzing and developing personal long-term financial strategies. He or she has successfully completed a series of rigorous financial planning courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.
Certified Investment Management Analyst® (CIMA®) is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards.
The CIMA Certification requires advisors to meet rigorous standards:
• Experience: At least three years of relevant financial services experience and a clean regulatory record
• Ethics: Comply with the Institute Code of Professional Responsibility or lose the certification
• Education: Complete executive education at a top 25 global business school
• Exam: Pass a stringent five–hour examination
• Continuing Competency: Stay updated on industry trends, laws, and products with 40 hours of continuing education every two years, including two hours of ethics education
The CIMA Certification requires advisors to meet rigorous standards:
• Experience: At least three years of relevant financial services experience and a clean regulatory record
• Ethics: Comply with the Institute Code of Professional Responsibility or lose the certification
• Education: Complete executive education at a top 25 global business school
• Exam: Pass a stringent five–hour examination
• Continuing Competency: Stay updated on industry trends, laws, and products with 40 hours of continuing education every two years, including two hours of ethics education
We Serve our Client Through
Wealth Management- High Net Worth Individuals and Families
- Institutional Cash Management
- Public Service Associations, Foundations, and Endowments
- Traditional Investments, such as Fixed Income and Equities
- Tactical and Strategic ETF portfolios
- Strategic Mutual Fund portfolios
- Separately Managed Accounts
- Index Based Investments
- Alternative Investments, such as Managed Futures, Commodities, Private Equity, and Hedge Funds
- Life Insurance
- Long Term Care (LTC)
- Annuities
- Coordinate with your CPA or Tax Attorney
- Sophisticated Estate Investment Planning techniques such as ILIT, CRUT, and QPRT (through affiliates or working with your estate planning attorney)
- Employee Stock Ownership Plan (ESOP) analysis
- Seek to employ lower turnover managers for tax efficiency
- Detailed cost basis analysis
- Residential Mortgages
- Home Equity Loans and Lines of Credit
- Securities Based Lending
- Business Financing
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
Greg Syrios
- CFP
- CIMA
- Managing Director - Investments
- Senior PIM Portfolio Manager
Bev Patton
- Senior Registered Client Associate
- Vice President
Allison De Rosas
- Client Associate
