Theo Kalamaras

My Background

Getting the right investment advice is a key part of managing your wealth but, just one part of a bigger picture. Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. I will guide you - and your family — through each life stage; I will create a wealth management strategy in partnership with your tax and legal advisors to address the concerns and opportunities you face.