Anthony Petsis & Associates

The firm operates as an independent financial advisory practice led by Anthony Petsis. Public filings and professional databases consistently describe it as a solo or small-team practice rather than a multi-family office with separate investment, tax, and legal divisions. This structure places the same principal responsible for insurance placement, asset management, and estate-planning coordination.

There is no public evidence that Anthony Petsis & Associates engages in direct private equity, venture capital, or fund-of-fund commitments. The practice's investment posture, as reflected in advisor registrations, centers on publicly traded securities and insurance-based products. Allocators seeking co-investment or GP-access opportunities should not expect those capabilities here.

Unlike most RIAs that outsource insurance design or refer it externally, Anthony Petsis & Associates appears to house both functions. The firm's public-facing materials and professional profiles emphasize retirement income planning, long-term care strategies, and life insurance funding alongside portfolio construction — suggesting a unified advisory mandate where insurance products serve as an asset class within the broader allocation plan.

Anthony Petsis, the firm's president and namesake, appears as the sole investment-advisor representative in publicly available registrations. Decision-making authority likely rests with him, consistent with a principal-led practice where portfolio construction, product selection, and client servicing are not delegated across a committee or investment-team structure.

Available disclosures suggest the firm serves high-net-worth individuals and families, with an emphasis on retirement-stage planning. The practice's concentration on long-term care insurance, estate preservation, and income-oriented portfolio construction points toward a client base that has already accumulated significant assets and is managing decumulation, not early-stage wealth building.