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How We Work

How We Work

When a family member confides in you, your first instinct is to take on their troubles and find a solution - not feed them false advice. At Aspis, we stand by this same philosophy.

We consider our clients family. And in the same way that we have our family’s best interest in mind, we have your best interest, too. When you meet with our advisors, our first conversation is focused on you. We begin with fact-finding, and after putting together a complete picture of you, your wants, and your needs, we will design solutions that are prepared to satisfy all three.

Our team designs honest, objective solutions based on what makes you and your finances unique.

Our Advisor

Spyro Athanasoulias

Chairman & CEO


Spyro Athanasoulias specializes in walking clients through the nuances of insurance policies, investment products, and retirement preparations to develop a highly refined and sharply focused financial strategy that is personal to them.

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