Independent Advisory Firm in Syracuse, NY
Established in 1997, Everest Consultants is an independent advisory firm located in historic Franklin Square in Syracuse, New York. We specialize in comprehensive wealth management, serving both individual investors and business clients.
Alexander S. Pasquale, president and managing member, founded our company as a boutique wealth management advisory firm. Integrating a family office model, our team focuses on managing personalized investment goals that address all aspects of the client’s family, regardless of their station in life. Each client’s service is uniquely tailored to include tax, retirement, and estate planning strategies for reaching these individual goals.
Incorporating these same principles, our company also offers individualized management services for the business client, whether small or large. As part of these services, we provide advisory services to ERISA retirement plan accounts that utilize Global Fiduciary Standards of Excellence in investment management.