Thomas Brotanek, MBA NYS Registered Investment Advisor Aviles Capital Management, LLC
As a married father with four children, I know just how challenging managing finances can be. Having your financial side in order allows you to live the life you want and achieve your dreams. Unfortunately, most of us are so busy working and balancing the rest of our free time with family and friends that little is left over for managing finances. Over time, inefficiencies grow bigger and, when they finally get our attention, they prevent us from doing what we really want.
I can help. I have been a NYS Registered Investment Advisor since 2015 and enjoy assisting my clients find hidden problems, omissions, and solutions to their finances. I work independently and am not tied to any bank or brokerage. I do not sell or push financial products onto my clients. My only charter is to act as your fiduciary and suggest and provide solutions that are in your best financial interest. Period.
My niche and specialty is working with America's future, Generation Z young adults. Each of my four children is Generation Z and has an investment portfolio opened that I manage for them, I realize that today's high tech, social media based world does very little in educating our youth on the correct way to invest for their future. Quite frankly, the current culture does them an outright disservice. With my age and the experiences that I gathered over the years, my goal is to coach and guide them so that they develop proper financial discipline and investing habits that they will stay with them for the rest of their lives.
I am able to consult when convenient for you and from the comfort of your own home via web-conferencing. Additionally, all applications and the opening of a brokerage account is also accomplished online saving you both time and money. Schedule a free online initial consultation to find out for yourself how we can team up and better align your finances to support your life's goals.
