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Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Ethos Wealth Group, we have a commitment to excellence in everything we do.

We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

We Are Fiduciaries 

The SEC has taken the position that investment advisor representatives, unlike registered representatives, have a fiduciary relationship with their customers, which implies a higher standard of care than what is required of registered representatives.  The implication for investment advisor representatives is that if their advice does not meet a fiduciary standard of care, they are vulnerable to litigation.  When an investment advisor representative gives investment advice or makes investment decisions on behalf of a customer, the advisor is held to a higher standard that is based not only on caution but also on expertise, and their commitment to a prudent investment process.


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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Investment Strategies for Retirement

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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