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Round Table Services launches new brand and website


Registered investment advisor Round Table Services has changed its name to Round Table Wealth Management and launched a new website, changes designed to reflect the firm’s growth and position it to meet the future demands and complexities of global investors.

The changes at Round Table reflect the demand for new technology and highlight the firm’s deep technical expertise within the wealth management industry.

By changing its name to Round Table Wealth Management and launching a new Website, Round Table continues to evolve to meet the changing needs of its clients. “Investors are becoming more sophisticated in their use of technology,” says Ushir Shah, Partner and Chief Operating Officer at Round Table. “The new website is designed to work across different types of mobile devices and provide clients with a secure access point to their accounts.”

In addition to new technology, investors are looking for advisors who understand their unique needs. The wealth advisory team at Round Table consists of experienced professionals with deep technical expertise in the issues that are important to various groups of affluent individuals and families. Clients with international issues, divorced and widowed spouses, law firm partners, and family businesses owners each have unique needs related to wealth management and are some of the distinct groups that Round Table specialises in serving. 

“Each of our advisors specialises in a particular niche or type of client. This allows us to add value and sets us apart from other firms,” says Richard Freeman, Partner and Wealth Advisor at Round Table.

Round Table was founded by Steven Giacona 15 years ago on the principle that families needed a trusted advisor who had the objectivity, experience, and technical skills to navigate the complex financial landscape on their behalf. 

Robert Davis, Partner and Chief Investment Officer at Round Table, says: “Our dedicated investment team evaluates investment managers on a global basis. We work with our wealth advisors to identify the specific risk/reward profile and investment opportunities that are best suited to each individual investor.”    

Although the name has changed, Round Table’s mission remains the same. The firm is committed to protecting and enhancing personal wealth by providing objective, tax efficient advisory services and developing meaningful long-term relationships with its clients and professional networks. 

“I am very proud to say that we have built a team of experienced professionals who are dedicated to serving the financial needs of families in the most objective way possible,” says Steven Giacona, the founding Partner and Managing Member of Round Table. “During the past 15 years, I have seen tremendous change and growth in the RIA industry. Our new name and website represent the evolution of our firm and position us to serve the on-going needs of our clients for many years to come.

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