Transforming Financial Dreams Into Reality

By providing advisors with the tools, technology, and personnel they need to service their clients, Sphinx aims to drive consistent and sustainable growth for advisors and clients alike.

Our approach

1. Learn

During this period, we aim to understand more about you while explaining our process and approach. We will request that you gather relevant documents and provide details about your financial situation.

2. Prioritize

Our goal is to understand what matters most to you and what concerns you. Together, we will prioritize your objectives and develop strategies for the future.

3. Strategize

We will present a comprehensive overview of our recommendations, seeking to ensure you understand your investment options and feel confident with the proposed course of action.

4. Implement

Once we create a clear roadmap and you decide to work with us, we will put the plan into action.

5. Optimize

During this period, we aim to understand more about you while explaining our process and approach.

Leadership Team

Chairman

Josh Curtis

Global finance expert having held executive positions with several leading worldwide firms. Specialist in fund management and HNW tax advisory.

Legal Principal

Kay Gordon

Has established over 500 private equity funds, hedge funds, funds-of-funds, venture funds, and real estate funds.

SVP of Acquisitions

Ken Jones

Four decades of experience in the finance industry. Has led acquisitions for RIAs and Insurance companies.

Letter From The Chairman

Welcome to Sphinx, where we are dedicated to transforming financial dreams into reality. At Sphinx, we believe in a holistic and client-centric approach to wealth management.

We prioritize building lasting relationships founded on trust, transparency, and proactive communication.

Philosophy centers on understanding your unique financial goals, concerns, and aspirations. We believe that successful financial planning starts with listening. By taking the time to understand what is important to you, we can craft personalized investment strategies that are aligned with your needs and designed to help you achieve financial independence and long-term prosperity.

Seasoned advisors leverage in-depth market analysis to provide you with bespoke financial solutions. We are committed to continuously monitoring and adjusting your investment plans to respond to market changes and seize new opportunities, ensuring that your financial journey is both secure and dynamic.

Approach to investing and financial planning is distinct. We believe that every client deserves a customized strategy that reflects their unique circumstances and goals. We take a comprehensive view of your financial life, considering all aspects to ensure that your portfolio is well-balanced and positioned for growth. This personalized attention ensures that you are always informed, confident, and empowered in your financial decisions.

Thank you for considering Sphinx as your partner in achieving financial success. Whether you are planning for retirement, saving for a significant life event, or looking to grow your assets, we are here to guide you every step of the way.

Josh Curtis
Chairman