PLOUTOS & CO.WEALTH MANAGEMENT

A PERSONAL APPROACH TO WEALTH

Your Goals.
A Thoughtful
Financial Plan.

Make sense of your money today.
Build a clearer path toward tomorrow.

Explore a free consultation Discover our services
PURPOSE IN EVERY FINANCIAL DECISION
Ploutos and Co. gold P monogram and company name on navy

Preserving Wealth. Building Legacies.

INVESTMENT MANAGEMENTFINANCIAL ADVISINGRETIREMENT PLANNING

01 / OUR FIRM

Money Is Personal.
Your Plan Should Be, Too.

At Ploutos & Co., we start with what matters to you.

A first investment. A home of your own. The freedom to retire on your terms. We connect your everyday financial decisions with the future you want to build.

Our purpose is simple: help you understand your choices, weigh the risks, and make a plan you can follow with confidence.

Get to know our approach

02 / HOW WE CAN HELP

A Plan for Every
Part of Your Financial Life.

Explore the services that bring your
financial picture into focus.

INVEST WITH INTENTION

Give Your Investments
a Purpose.

Connect your portfolio to your goals, time horizon, and ability to handle market changes. Understand what you own and why it belongs in your plan.

  • Investment goals and risk assessment
  • Diversification and portfolio allocation
  • Contributions, cash needs, and periodic reviews
  • A clear explanation of costs and tradeoffs

Investing involves risk, including loss of principal. Diversification does not guarantee a profit or prevent losses.

Discuss your investment goals ↗

03 / OUR APPROACH

Start with a Conversation.
Move Forward with a Plan.

Clear explanations.
Decisions grounded in your life.

01

Understand

We begin with your goals, current finances, and questions. What matters most? What needs attention first?

02

Plan

Explore your options, understand the costs and risks, and agree on practical steps that fit your circumstances.

03

Review

Revisit your progress and adjust as your income, priorities, family, and goals change over time.

04 / UNDERSTAND THE COST

Clear Fees.
Informed Decisions.

You should understand what you’re paying and how it affects your plan. Our proposed schedule pairs an annual advisory fee with a charge on applicable trades.

0.75%

Annual advisory fee
Billed quarterly

1%

Applicable trade commission
Separate from the advisory fee

Proposed pricing, subject to the final service agreement and confirmation of the permitted commission structure. Fund expenses, taxes, and other applicable charges are additional.

FEE ILLUSTRATION
$
$

Add purchases and sales together. This is trading value, not your investment return.

Annual advisory fee$75.00
Quarterly advisory fee$18.75
Annual trade commissions$0.00
Illustrated annual total$75.00

Assumes a constant billable balance and four equal quarters. Excludes other costs. Actual fees depend on the agreement, balances, cash flows, and chargeable transactions.

05 / GOOD QUESTIONS

A Little Clarity
Goes a Long Way.

Do I need investing experience?

No prior knowledge is needed to start a conversation. We aim to explain the choices in plain language and begin with your goals, budget, and comfort with risk.

Can you guarantee investment returns?

No. Investment values can rise or fall, and losses are possible. A thoughtful plan considers uncertainty instead of relying on promised returns.

What happens in the first consultation?

We discuss your priorities, the questions you want answered, and whether the proposed services fit your needs. The initial consultation is complimentary, with no obligation to join.

What should I prepare?

Start with your main goals and a general picture of income, expenses, savings, and debts. You do not need to provide passwords or account numbers to begin a conversation.

Can I access my invested money?

Access depends on the account, available cash, settlement, and applicable taxes or restrictions. Selling investments can create taxable gains or lock in losses. Withdrawal needs belong in the plan from the beginning.

06 / CONTACT US

Have More Questions?
We’re Here to Help.

Ask about our services or connect directly with an adviser.

General Questions

Contact Ploutos & Co. with any questions.

contact@ploutoswm.com

Contact an Adviser Directly

Reach George Gjinaj directly.

george.gjinaj@ploutoswm.com

(917) 690-3564

YOUR NEXT CHAPTER STARTS HERE

Let’s Talk About
What Comes Next.

A complimentary first conversation.
Your goals, your questions, and a clearer starting point.

Online booking coming soon

No consultation fee. No obligation to join.