Wealthtender Wealthtender

Financial Professionals
Login / Sign up

Individuals
Subscribe for Money Tips

Wealthtender

Spiros Vassilakos

Helping you and your family journey towards financial independence.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Athenian Private Client Group Spiros Vassilakos
Tarpon Springs, FL

Serving Clients Nationwide

Helping you and your family journey towards financial independence.

(727) 754-8418

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

For more than 20 years, Spiros Vassilakos has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. Spiros takes "The Human Element" approach of financial planning that better personalizes and deepens human connections at scale with his clients. Spiros true focus is on helping his clients understand the cognitive and emotional biases to help pursue his clients' greatest objectives with simplicity, transparency and a disciplined process to measure their progress.

His guidance is tailored to support his clients' current lifestyle, retirement income needs and legacy goals, while making them feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

At Athenian Private Client Group our clients entrust us with so much more than managing clients’ assets. We are entrusted with taking care of Wives, Husbands, Partners, Moms, Dads, Grandparents, Sisters, Brothers, Daughters, Sons, Families and Friends. Yes, it’s important to have a strategic investment philosophy and provide cutting edge asset management, tax planning and estate planning, but to us it’s so much more.

Before starting his independent financial services practice, he had gained extensive financial experience working for international firms that includes; JP Morgan Chase, Citigroup and PNC Wealth Management.

Spiros offers investment advisory services through Csenge Advisory Group LLC an SEC Registered Investment Advisor, he also holds a Life, Health & Variable Insurance License in the state of Florida. Spiros has successfully completed the required courses and has received a certificate from Fairleigh Dickinson University in Financial Planning and preparing for the Certified Financial Planning Certification Examination.

Spiros graduated from New York Institute of Technology with a Bachelor’s of Science in Political Science and has completed 30 Credits that is required in pursuant for a Masters in Political Science at C.W. Post / Long Island University. Spiros is fluent in Greek and Spanish.

Spiros is an active member of many charitable organizations, a proud member of the National Elks Association, Leadership Tampa Bay Class of 2018 and a Volunteer Board Member with the American Cancer Society of Tampa. Spiros enjoys making an impact in his community by bringing awareness in the many charitable organizations through his associations in the Tampa area and his town in Holiday, Florida where he lives with his wife Vicky and two children.

Primary Location

2625 Keystone Road, Suite A4, Tarpon Springs, FL 34688

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Based
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

I encourage you to send a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer or schedule an appointment by clicking the 'Book Intro Call' button above and get in touch. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Life is full of surprises and roadmaps that leads to life changing decisions. Whether starting a business, having a child, getting ready to retire or planning a legacy, it is what we help our clients’ and their family plan for through their lives and generations to come.

We understand that unexpected events and life changes can impact our client's dreams, but with our experience collaboration with our clients, strategic partners and technology, we can monitor, track and plan during life changes along the way.

Athenian Private Client Group was founded on the principle of placing client needs first. We believe our focus on professional development sets us apart from our peers. As a firm, we aim to go above and beyond the standard definition of service by incorporating all key elements of wealth management.

✅OUR VISION

To empower individuals and families to achieve wealth, financial independence, and leave a lasting legacy, while fostering a caring and supportive community.

✅ OUR MISSION

To provide comprehensive financial education, guidance, and resources to help individuals and families build wealth, attain financial independence, and create a meaningful legacy. We aim to do this by fostering a caring and supportive environment that prioritizes the well-being and success of our clients. Through personalized strategies, innovative solutions, and ongoing support, we strive to empower our community to make informed financial decisions, achieve their goals, and leave a positive impact on future generations.

Investment Advisory Services offered through Csenge Advisory Group, LLC, an SEC Registered Investment Advisor.

Education

New York Institute of Technology, BS, Political Science | LIU Post MS, Political Science

Hobbies and Interests

  • Basketball
  • Beach
  • Cooking
  • Eating Out
  • Entertaining
  • Exercising
  • Family
  • Fishing
  • Football
  • Golf
  • Hockey
  • Music
  • Running
  • Sports
  • Traveling
  • Volunteering
  • Wine
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dentists
  • Divorce
  • Dual Income Family
  • Educators
  • Entrepreneurs
  • Families
  • Gen X
  • Healthcare Professionals
  • Intergenerational Families
  • Physicians
  • Private Foundations & Organizations
  • Real Estate Agents
  • Veterans
  • Women Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Your Honeywell Benefits & Career: Financial Planning for Employees and Executives
Looking for a Financial Advisor in Tampa, Florida?
Looking for a Financial Advisor in Tarpon Springs, Florida?
Looking for a Financial Advisor as a Small Business Owner?
Is a Virtual Financial Advisor Best for You?
Looking for High Net Worth Wealth Managers?
Looking for a Financial Advisor Specializing in Serving Baby Boomers?
Should You Hire a Retirement Financial Advisor?