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Mavros Capital Management, LLC

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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

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Isaac R

Series 66

New York, NY

Mavros Capital Management, LLC

Isaac Richard III is a financial advisor at Mavros Capital Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan, Morgan Stanley, and Merrill Lynch. Richard has also been involved in family office advisory, leading strategic direction in that area. Mavros Capital Management provides discretionary and non-discretionary portfolio management primarily to single-family offices, ultra-high-net-worth individuals, and entities such as trusts and foundations. The firm customizes advice through formal Investment Policy Statements and integrates a range of assets while conducting multi-phase due diligence on private fund managers.

Private / alternative investments Concentrated stock management Options & derivatives strategies ESG / Sustainable investing
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