Our People
Passionate Professionals, Personalized Support
At Kyros, our team operates like a family, and that level of care extends to you. With decades of experience, we’ve intentionally built a multigenerational practice to provide personal support to you and your loved ones for years to come. With a select number of clients and boutique level of service, every member of our practice stays apprised of your goals, so someone is always there who knows your story and is ready to help. No matter when you need us or how your life evolves, you have an entire team of passionate professionals dedicated to your success.
Trusted Resources
To best serve our clients, we’ve chosen to align with industry-leading companies that offer cutting-edge resources, services, and technology. This allows us to bring extensive solutions to the table and spend more of our time providing personal, next-level service to our clients.
Summit Financial
Summit is one of the industry’s prominent independent advisory firms. Founded four decades ago by a group of advisors, Summit has a proven legacy of success elevating advisor practices and client experiences. Kyros Private Wealth’s affiliation with Summit provides access to Summit Vantage™, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless. This includes an in-house, institutional-caliber brain trust of tax, insurance and financial planning experts that are now an extension of Kyros Private Wealth’s team.
*Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all their investment advisory and financial planning business.
Goldman Sachs
Goldman Sachs Custody Solutions offers clients of independent advisors access to institutional-grade solutions and custody services. We transform the client experience with an intuitive, digital-forward platform to enhance your advisor’s transparency. Our modern, nimble, and ever-evolving open architecture network connects advisors to best-in-class services and tools. More than just a custodian, we are a gateway to the institutional power of Goldman Sachs.
Custody, clearing and certain brokerage services are provided by Folio Investments, Inc. d/b/a Goldman Sachs Custody Solutions (GSCS), an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services are provided by Goldman Sachs & Co. LLC (GS&Co.), an SEC registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC. GSCS and GS&Co. are not your investment advisors and do not provide investment advice to you or your investment advisor. The information provided here shall not constitute an offer, solicitation, or advice by GSCS or GS&Co. to buy or sell securities.
GSCS and GS&Co. do not control, and are not responsible for, any information or other content provided on the Kyros Private Wealth's website, including any prospectuses, reports, summaries, or other data provided herein.