Peter Tsambounieris
Book a call with me: Add meeting to your calendar & select, zoom or google meet for a video conference.
Interview
To review your qualifications and see if your a good fit for Midas Markets Digital Marketing.
30 minutes
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Introductory Meeting Wealth Management - Peter Tsambounieris, MBA, MGWMG CEO
We will explore your financial situation, goals & discuss wealth management solutions
1 hour
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Investment Policy Statement Delivery
We will deliver your Investment Policy Statement, discuss your portfolio's structure and reiterate your goals.We will discuss the account opening and ...
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1 hour
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Portfolio Review
We will review your portfolio, lifestyle and goals to make sure you're on track.If you have an upcoming goal, we can plan for it.
1 hour
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