your assets

in perfect harmony

curiosity

empathy

candor

I connect dots so you can:

set your goals

build your future

establish your legacy

Cambridge

London Stock Exchange

Finance is one part of Raffi’s background, composing his life’s work with rich layers of endeavors all tied together by inquisitiveness and a desire to achieve a positive impact.

Compose

Audition

Are we a good fit?

take quiz

Stage

When the spotlight comes on, we make it look natural, based on a lifetime of learning driven by Raffi’s intense curiosity.

Conduct

We conduct business as a team together with our clients, as a successful musical group does with listening, trust, and respect.

Orchestrate

You have many pieces in play. As a former classical violinist now a financial planner, Raffi founded this company for people like you, who value the need to orchestrate these instruments to fit together as do melody, rhythm, and harmony.