At Round Table Capital Management, we do not ‘pitch our services’ in a veiled effort to sell you financial products. Refreshingly, we do the opposite. During your initial discovery session with us, you will experience what an ideal advisory relationship should look and feel like through a truly collaborative meeting.
Our team of professionals hold the CERTIFIED FINANCIAL PLANNER™ designation, as well as post graduate degrees, securities and insurance licenses. Equally important is our team’s extensive practical experience, acquired through years of advising clients.
It is clear that today’s technology-dependent culture does not afford individuals the benefit of discussing important and strategic matters ‘at the round table’ with competent advisors. At our firm, we fully uphold this lost art in the way we humbly serve our clients.