Wealth Director
With our coordination through at Procyon, we redefine what’s possible in wealth management by delivering a family office experience traditionally reserved for the billionaire class. Our fully integrated approach empowers affluent families-those with net worths of $25M to $100M-to access the expertise, guidance, and resources necessary to preserve and grow their wealth while achieving their financial and stewardship objectives.
Every family has its own set of challenges and goals. That's why we take a highly personalized approach to wealth management. From creating tailored investment strategies to designing a comprehensive estate plan, we focus on your specific needs.
At Procyon, we believe that managing wealth shouldn't be complicated. Our outsourced family office model eliminates the need for multiple advisors and service providers by bringing everything your family needs under one roof. We ensure that all aspects of your financial life-whether it's investments,
Our family office services extend far beyond portfolio management. We provide comprehensive tax planning, estate design, risk management, and even concierge services
We understand that wealth management is about more than just protecting assets-it's about preparing future generations to carry the torch. Through educational programs, mentorship opportunities, and leadership
We diversify our clients’ processing activities which protects merchant accounts, maximizes cash flow, and avoids losses for any unforeseen fluctuations in the payments marketplace.
We hold your hand from application to approval throughout the processing relationship.
We readily accept challenging and high-risk merchant accounts.
Our representatives prioritize personalized customer service. We don’t rely on voicemails.
Leveraging our direct banking partnership.
Navigating the mortgage landscape can be challenging, and it’s crucial to have a knowledgeable and dedicated loan officer by your side. As an experienced professional at Nationwide Mortgage Bankers, I’m committed to guiding you every step of the way, providing you with personalized service and tailored solutions.
Understanding your unique needs and goals is my top priority. Whether you’re a first-time homebuyer, moving up, or exploring investment properties, I’m here to present you with a range of financing options. I specialize in a variety of loan programs, including FHA, VA, USDA, Conventional loans, and more, ensuring you have the best fit for your situation. Reach out today, and let’s take the first step towards your new home!
As an independent, employee-owned financial advisory firm, we’re excited to welcome advisors from wirehouses, regional brokers and existing RIAs to join us in the fiduciary world. Partnering with Procyon means you gain access to a boutique structure that delivers global, open architecture resources of a large firm. Our growth mindset sets us apart, allowing us to take the middle- and back-office burden off your shoulders, freeing up your time to focus on your core competencies and build stronger client relationships. By joining our award-winning team, you can embrace our client-centric culture and commitment to providing high-quality service and expertise.
Work directly with the same team members throughout your relationship, ensuring consistent, personalized service.
Gain from proactive assistance that handles day-to-day tasks, reducing the burden on your benefits department, so you can focus on running your business.
Leverage our comprehensive compliance knowledge to support your organization in meeting legal and regulatory expectations.
Create a coordinated communication strategy, so your employees understand and leverage their total rewards package.
Deliver clear, tailored education from our senior team mernbers to enhance participant understanding and engagement.
Rely on our expertise in managing complex transitions between providers, with full team support.
Our finacial consultants provide custom analytic solutions to help meet you program goals
Connect with Phil Fiore at (203) 241 – 5783 0r pfiore@procyon to explore the unique advantages Procyon offers and a future at our firm
We believe open communication, strong accountability, and demonstrated value are paramount to building lasting client relationships. I am held to the highest standards, ensuring you receive non-biased, timely, and actionable advice throughout your entire real estate and financing transaction.
As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs.
Discover more about who we are and how we can help.
Discover this modern 3-bedroom apartment located in the heart
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+88096 6554 7654
RealNest Real Estate LLC Office 903, The Binary Tower by Omniyat Business Bay, Dubai, UAE