Holos Integrated Wealth
We left behind a road where most travel, a road that had limited options. There was only one way.” WE CHANGED EVERYTHING. Taking a stand for our clients, we formed Black Stone Partners. We radically changed our business model and the fundamental relationships between ourselves and our clients. Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Black Stone Partners and Arkadios are not affiliated through any ownership.
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13
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3 contacts with verified email or phone · masked until revealed.
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Brian Stephenson
Managing Partner · General Business & Management
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David Matulewicz
Managing Partner · General Business & Management
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Top roles at Holos Integrated Wealth
2 distinct titles indexed · top 2 shown.
- 2managing partner
- 1client services manager
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