your assets

in perfect harmony

curiosity

empathy

candor

I connect dots so you can:

  • set your goals

  • build your future

  • establish your legacy

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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

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Audition

Are we a good fit?

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Stage

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

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Conduct

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

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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.