Kephalos Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Peter Stephanatos

Peter Stephanatos

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Peter Stephanatos's website

Team

Nicole Adaniya Allen

Nicole Adaniya Allen

Client Service Manager

Qualifications

  • 2005 - Present, Ameriprise Financial Services, Inc.
  • 2000-2005, American Express Financial Advisors, Inc.
  • Masters Degree, Duke University
  • Bachelors of Arts, Columbia University (Columbia College)
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Laquine Johnson

Laquine Johnson

Administrative Assistant

Haleema Pervaiz

Haleema Pervaiz

Administrative Assistant