Syrios Wealth Management Group

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

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