At Athos we draw on our past experience managing the financial lives of some of the most influential tech elite. We provide a suite of investment management, personal financial strategy, and family office services solutions.

Athos Private Wealth

Robbie Shattuck

This department provides expert guidance and strategic insights to facilitate informed decision-making across the organization.

Advisory Services

This department focuses on providing financial advisory services and managing client assets to enhance wealth accumulation and preservation.

Athos Private Wealth

Org chart

Teams

Advisory Services

Wealth Management

Offices

Athos Private Wealth

Org chart

Teams

Advisory Services

Wealth Management

Offices

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