Wealth Management & Financial Planning Services

All-in-One Financial Services for Greenwich and beyond

Take the First Step Toward True Peace of Mind

Enjoy complete peace of mind knowing every aspect of your finances is coordinated under one trusted relationship. At Prometheus Investment Advisors, clients benefit from integrated advice—covering wealth management, investments, retirement, and tax planning—tailored for lasting security and growth.

A plant growing out of soil with a bill as the flower's head.

Investment Management

Who is watching over my portfolio—and how?

our investments are actively managed in-house, with portfolios built to match your specific goals and risk tolerance—never outsourced or off-the-shelf.

Lightbulb with rays emanating, next to an eye icon.

Wealth Management

How do I make sure my entire financial life is working together?

We deliver holistic planning to grow and protect your wealth, aligning investments, income, tax, and legacy—all managed in one place.

Compass symbol with star shape, black and white.

Retirement Planning

How can I retire with confidence my money will last?

We craft clear, practical income strategies so you can look forward to retirement, knowing your resources will support the life you want.

Black icon with two inward-pointing arrows in a square, indicating resize or scale.

Tax-Efficient Investing

Can I reduce taxes and keep more of my returns?

Our coordinated approach integrates tax-smart strategies into every investment plan, helping you keep more of what you’ve built—year after year.

Why Choose an Integrated Financial Partner?

Clients who choose Prometheus don’t need to juggle multiple advisors or worry about gaps in their plan. Our fee-only, fiduciary model means you get transparent, client-first advice with every service designed to fit together—no surprises or missed details. This approach brings clarity, confidence, and efficiency to your entire financial life.
Two overlapping speech bubbles, one with a question mark.

Your Financial Questions, Answered

  • What’s the difference between wealth management and investment management?

    Wealth management covers your full financial life—including investments, retirement, taxes, and legacy planning—while investment management focuses specifically on building and maintaining your portfolio.

  • How do you charge for services?

    We’re fee-only: our compensation comes directly from clients, with no commissions or product sales. You get objective advice, always.

  • Do I need a minimum amount to become a client?

    Most clients have $1–5 million or more in investable assets, but we’re happy to discuss your unique situation during an initial conversation.

  • Can you coordinate with my CPA or attorney?

    Yes—it is essential that we work alongside your other trusted professionals to ensure your financial strategies are aligned across the board.