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Intelligent

Investment Plans

Based on academic research and theory

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01

Our Approach

Our Approach

Offering an advisor relationship built on personal trust and integrity, Alikos Wealth Management serves as a Registered Investment Advisor providing fee-only investment management support to individuals, families, corporations, qualified retirement plans, partnerships, not-for-profits – anyone with a desire to pursue long-term financial objectives.

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02

Learning Center

Learning Center

We have created a place where the processes are understandable, where investing and wealth strategy just feel right.

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03

Contact Us

Contact Us

Managing wealth isn’t simply about acquiring assets. It’s about you. That’s why our services focus on you.

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