I’ve had the pleasure of working with my advisor, Vasili, at Three Cord Wealth Management, and the experience has been nothing short of exceptional. Beyond simply managing our investments, Vasili takes the time to truly understand what matters most to me and my family. Together, we mapped out a clear and realistic plan to fund my children’s future education. He’s also guided me through various life insurance options, always diving deep into the details to ensure he has full conviction in his recommendations. That level of thoroughness and integrity really stands out. What I appreciate most is how proactive he is. From scenario planning around retirement to exploring how potential business ventures could impact my long-term financial picture, Vasili doesn’t just react—he anticipates.

I have had the privilege of working with the team that has become Three Cord Wealth Management for nearly 25 years, and I can say with confidence that their guidance and expertise have been excellent in helping me navigate every phase of my finances. From early planning and investment strategy, through market highs and lows, during retirement preparation and estate planning, they have consistently delivered expert advice and followed through with their commitment to my long-term success. I wholeheartedly recommend Three Cord.

Three Cord has been with us for 25 years — through college savings, retirement, rental property, and now widowhood. They remember everything, they never push, and they make me feel completely supported. They truly love what they do and treat you like people, not accounts.