Senior Wealth Advisor, Director of Philanthropic Services

Professional Experience

Thomas is a Senior Wealth Advisor and the Director of Philanthropic Services at Petros Family Wealth, specializing in the creation of highly integrated financial strategies. His expertise centers on a holistic planning model that harmonizes retirement income security, proactive tax optimization, and sophisticated estate coordination. By viewing these elements as an interconnected ecosystem, Thomas ensures that every facet of a client's balance sheet is working toward a singular, cohesive vision for the future.

In his dual role leading Philanthropic Services, Thomas elevates the planning process by incorporating tax-efficient giving strategies, such as private foundations and donor-advised funds, into the broader financial plan. This approach empowers families to maximize their social impact while maintaining long-term financial health. At Petros Family Wealth, Thomas is dedicated to building financial structures that are as impactful as they are secure, helping clients create a purposeful and enduring legacy.

Professional designations

Chartered Advisor in Philanthropy®