Pallas Capital Advisors
36 Maplewood Avenue, Portsmouth, NH 03801
Location & Phone number
36 Maplewood Ave, Portsmouth, NH 03801, United States
About the Business
ocated at 36 Maplewood Avenue in Portsmouth, New Hampshire, Pallas Capital Advisors is a finance institution dedicated to wealth management planning for high net worth clients. With a focus on achieving financial comfort and freeing up time for their clients, the advisors at Pallas Capital deliver comprehensive trust and estate strategies through financial modeling and investment solutions. They take a holistic approach, creating personal blueprints and financial models to help clients uncover new opportunities and achieve their goals.
Pallas Capital Advisors was founded by three seasoned financial advisors who saw the need for a modern, independent wealth management firm. They offer a robust investment platform with over 100 alternative investment vehicles, transparent advice, and a team of experienced financial advisors dedicated to innovating the art and science of modern financial planning.
In addition to their wealth management services, Pallas Capital Advisors also offers financial literacy and education programs through the Pallas Institute for college students, providing an introduction to the investment industry and potential careers in finance and investing.
With multiple locations across Massachusetts, New Hampshire, and New Jersey, Pallas Capital Advisors is committed to managing financial relationships with integrity and accountability. Their mission is to create comprehensive, tax-efficient plans to protect their clients' estates and families, while also providing guidance on philanthropic objectives and business needs.
Please note that Pallas Capital Advisors is a registered investment advisor, and advisory services are only offered where the firm and its representatives are properly licensed. Past performance is not indicative of future returns, and investing involves risk. It is recommended to consult with legal or tax professionals for specific advice regarding individual situations.
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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