Pragmatic wealth management for families and individuals
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.
You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.
SERVICES INCLUDE
- Wealth & Investment Management
- Insurance & Annuities 1
- Legacy Planning
- Wealth Transfer
- Risk Management
1Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
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- 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
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a 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. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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