Coral Gables, FL Office
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Ethos Private Wealth
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About
Ethos Private Wealth provides discretionary and non‑discretionary portfolio management and family wealth services primarily to individual and high‑net‑worth clients, typically accepting accounts with a $1 million minimum. The firm prepares individualized Investment Policy Statements, conducts ongoing portfolio monitoring, and offers related services such as IRA rollover advice and financial planning as part of its advisory relationship.
The firm’s investment process uses third‑party macroeconomic research alongside internal due diligence to construct asset allocations across equities, fixed income, alternatives and exchange‑traded instruments, and it documents client risk tolerance and objectives in each IPS. Ethos discloses that it may use derivatives — including options for hedging and yield enhancement — within client accounts and acknowledges the associated leverage and settlement risks; it also describes fiduciary obligations when advising on retirement plan rollovers.
Compared with peers, Ethos discloses prior regulatory matters involving individual representatives — including a 2014–2015 registration lapse (resolved with a consent order) and a 2021 employment communication matter reviewed by FINRA and closed in 2022 — matters the firm reports at the individual level while maintaining firm registrations. The firm also selects certain third‑party managers that pay it a portion of management fees, a compensation arrangement the brochure identifies as a potential conflict and addresses through documented suitability processes and monitoring.
Based on Ethos Private Wealth
Expertise
Based on Ethos Private Wealth
Location
Coral Gables FL
Advisors at this office
2
Advisors at this office
Matthew L
CFP®, Series 66
Coral Gables, FL
Ethos Private Wealth
Matthew Lapides is a CFP® with 24 years of industry experience, currently serving as an advisor at Ethos Private Wealth. He has worked at Ethos Private Wealth since 2013 and has prior experience with Ethos Capital Solutions and March Capital Corp. Outside of his advisory role, Lapides is involved in several business ventures including publishing children’s books and overseeing a construction company specializing in luxury property remodeling. Ethos Private Wealth is a boutique advisory firm that provides investment supervisory and family-wealth services to individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm constructs customized portfolios using equities, fixed income, options, and alternative investments, employing third-party research and managers to implement asset allocation and risk management strategies.
Xiuming J
Series 66
Coral Gables, FL
Ethos Private Wealth
Xiuming Jin is a financial advisor at Ethos Private Wealth in Coral Gables, FL, with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill for multiple periods totaling eight years. Jin has also taken extended travel breaks during his career. Ethos Private Wealth provides discretionary and non-discretionary portfolio management and family wealth services primarily to individual and high-net-worth clients, typically accepting accounts with a $1 million minimum. The firm combines third-party macroeconomic research with internal due diligence to construct diversified asset allocations and offers services including IRA rollover advice and financial planning.
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