your assets

in perfect harmony

curiosity

empathy

candor

I connect dots so you can:

• set your goals

• build your future

• establish your legacy

Finance is one part of Raffi’s background, composing his life’s work with rich layers of endeavors all tied together by inquisitiveness and a desire to achieve a positive impact.

Compose

Stage

When the spotlight comes on, we make it look natural, based on a lifetime of learning driven by Raffi’s intense curiosity.

Conduct

We conduct business as a team together with our clients, as a successful musical group does with listening, trust, and respect.

Orchestrate

You have many pieces in play. As a former classical violinist now a financial planner, Raffi founded this company for people like you, who value the need to orchestrate these instruments to fit together as do melody, rhythm, and harmony.