#USA #financial advisory #Arkadios Capital #Monogram Wealth Partners #Garden City, New York

Monogram Wealth Partners Joins Arkadios Capital

In an exciting development for the financial advisory sector, Monogram Wealth Partners has officially joined forces with Arkadios Capital, integrating their services to create a more robust offering for their clients. This strategic move comes as Monogram continuously seeks to enhance the services provided to its clients, who are estimated to have over $700 million in assets under advisement.

The Foundation of Monogram Wealth Partners

Founded and led by seasoned professionals Maurice J. Acriche, Louis Rusinowitz, and Alex Rusinowitz, Monogram Wealth Partners has established itself as a leading advisory firm based in Garden City, New York. The firm specializes in comprehensive financial planning and investment management, catering to a diverse clientele that includes individuals, families, and business owners. What sets Monogram apart is its emphasis on the family connection between its partners and employees, fostering a multi-generational understanding of client needs and aspirations.

Monogram’s philosophy is underpinned by the belief that every family is unique, leading to customized solutions tailored to individual client circumstances. As Louis Rusinowitz articulates, their approach is to work as a pivotal part of each client’s financial team, collaborating closely with their attorneys, accountants, and other financial professionals to ensure a holistic financial strategy.

Benefits of Joining Arkadios Capital

The merger into the Arkadios Capital network presents several advantages for Monogram and its clients. Arkadios Capital was founded by successful financial advisors for fellow advisors, providing a platform that empowers wealth management teams while preserving their operational independence. This structure allows Monogram to leverage the institutional-quality resources offered by Arkadios, including advanced technology and enhanced access to decision-makers.

Maurice Acriche highlights that this partnership not only helps Monogram maintain its custodial relationship with National Financial Services but also aligns with their commitment to providing cutting-edge financial solutions to their clients. The move will ultimately create a more robust community of advisors where collaboration and support are central to client success.

A Growing Trend in Wealth Management

This partnership underscores a notable trend within the financial services industry, where advisory firms are seeking alternatives to traditional consolidation models. Arkadios Capital's model is gaining traction among leading wealth management teams that value independence, tailored service, and the ability to build a lasting legacy.

Paul Pilcher, the Director of Strategic Partnerships at Arkadios, notes that the addition of Monogram Wealth Partners is reflective of the growing appeal of this model. Advisors are increasingly looking for platforms that grant them the necessary scale and infrastructure while allowing them creative and entrepreneurial control over their businesses’ direction.

Conclusion

As Monogram Wealth Partners transitions to this new chapter under Arkadios Capital, the expectations are high for both the firm and its clients. The enhanced capabilities, combined with a steadfast commitment to client-centric values, position Monogram to continue thriving in a complex financial landscape. With continued dedication to personalized advisory services, Monogram Wealth Partners is set to redefine how financial advisories operate and evolve in the coming years.