Your Partner in Financial Fitness
Your Partner in Financial Fitness
By Charlie Evangelakos and James Landry, ChFC ®
At Pallas Capital, we serve ultra-high-net-worth individuals and business owners with tailored, integrated wealth strategies, helping you grow, protect, and preserve what matters most.
As an independent firm, drawing on decades of expertise to deliver customized strategies, we are free to recommend a wide array of strategies and products and are not limited to proprietary offerings. Our award-winning team, recognized by Forbes and AdvisorHub, simplifies the complex, delivering strategies through our client centered process that powers your financial future and frees up your most precious asset: time.
Financial Planning | Investment Management | Family Office | Tax Optimization
No matter where you are on your financial journey, Pallas Capital is here to keep you on track. Whether you’ re selling your business, preparing for retirement, or inheriting wealth, we craft a plan tailored to your goals. Together with our investment team and trusted advisors, we’ ll help you grow, protect, and navigate your wealth every step of the way.
The experienced advisor teams at Pallas Capital are here to find tailored strategies to help you achieve your financial goals. Fuel your financial fitness journey today, work with Pallas Capital Advisors to help you safeguard your lifestyle, multiply your franchise successes, and secure lasting legacy for you and your family.
As your life and business grow and evolve, so does your plan, and as dedicated stewards of your wealth, we’ re here to help you achieve the financial freedom to focus on what matters most.
“ The Pallas Capital Advisors Team’ s expertise and strategic guidance in navigating my business exit gave me the utmost confidence that I was securing the optimum outcome for my partners, family, and myself.” – Chris Klebba, Planet Fitness Franchise Owner *
Founding Partners, Rich Mullen and Charlie Evangelakos.
Contact us today to schedule a one-on-one consultation and take the next step.
www. pallascapitaladvisors. com | 781-971-5052 charles @ pallascapitaladvisors. com or rich @ pallascapitaladvisors. com
Pallas Capital Advisors, LLC and its representatives do not provide legal or tax Preparation Advice. You should consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable— we cannot assure the accuracy or completeness of the materials. The information in these materials may change at any time and without notice. Advisor Hub awards are based on growth, professionalism, and level of service. The Forbes rankings are based on industry experience, client retention, assets under management, revenue trends, and compliance records and are based on data gathered by Forbes / Shook Research. Neither Pallas Capital Advisors nor its advisors pay a fee in exchange for these rankings. * This testimonial was provided by a current client of Pallas Capital Advisors LLC. No compensation was provided for this testimonial. The client’ s experience may not be indicative of all client experiences. CRN25 _ 331
GearedUp | 2025 Issue 3
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