01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Investment Planning

Every day, you’re probably engaging in small, subconscious acts of investment planning. With seemingly endless tasks and a limited amount of time available, planning how you invest your time helps ensure you’re making the most of the hours you have available. But have you been investing time into...
 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...

Meet Your Advisor

Christian Pappas headshot

Christian Pappas

Wealth Manager

585-451-4143
christian.pappas@ceterainvestors.com

For over 20 years, Christian Pappas has been helping clients reach their financial goals using sound guidance and advice. He began his career when... Read more about Christian

We manage assets for individuals and families, providing investment management, and financial planning services.

Latest Blogs

What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...
If you watch just one video I create this year, make it this one. Every dollar I have raised for CURE since Hunter's passing has directly supported families like mine during their times of need. I sincerely appreciate any contribution you can make. Donate here: https://runsignup.com/christian2025