An Investment in You

There’s an independent, entrepreneurial spirit at the heart of LotusGroup Advisors, the company Raphael Martorello founded and leads as managing partner.

“I wanted to build an enterprise from a vision, versus bending to corporate rules,” he says. “We’re not a division of a big investment house. Nobody is forcing company priorities on us—or on our clients.”

Martorello set out to provide what clients like (advisors who are competent, caring and committed), while avoiding what they don’t like (constantly rotating advisors who seem self-important, talk in jargon and often aren’t transparent about fees).

Team members at LotusGroup Advisors, headquartered on South Gaylord Street in the Wash Park neighborhood, stress that financial security is a springboard for bigger goals. LotusGroup Advisors is different than most wealth management firms in that it offers both public investment strategies and private/alternative investments under the same roof.

Here’s what advisors at the firm say about why they entered the field, how they find it rewarding, what areas of wealth management they focus on, and why it’s so important to work with a financial advisor.

Nick Pirnack

Partner and Senior Advisor

I became a financial advisor 15 years ago because I wanted to help people make intentional choices with their money so they could live more fulfilling lives. The most rewarding part is seeing clients gain self-assurance and freedom to live the life they dream about.

My focus is on successful business owners, particularly those navigating succession planning, exit strategies and comprehensive wealth management during transitions. I strive to help clients design financial strategies that support their legacy goals while addressing the unique complexities of business ownership. We work together to support what they’ve built as they move into their next chapter.

Working with a financial advisor is crucial because life is challenging, with market volatility, tax changes, family dynamics, and unexpected events that can derail even the best intentions. An advisor provides objective and personalized strategies to help you navigate difficulties and identify opportunities that best align with your values and long-term objectives.

Sam Redman

Director of Alternative Assets and Financial Advisor

I started my career on the investment side of the industry, focusing on markets, trading, manager selection and portfolio construction. That background still shapes how I work with clients today. Over time, I realized that I enjoy helping people design effective portfolios based on the outcomes they want to achieve. The most rewarding part is offering clients guidance to make sense of a noisy financial world and giving them clear, honest insights they can actually use. The private and alternative investments that are a major focus for me can play a valuable role in a portfolio when aligned with a client’s goals and risk profile. That said, I’m not solely an alternatives advisor. I work with clients across the full spectrum of investments—traditional portfolios, financial planning, and long-term wealth strategy. Alternatives are a tool I use to enhance diversification in an overall portfolio design.

Financial markets, products and messages can be bewildering. Having a fiduciary advisor—one who has your best interests in mind—helps reduce the risk of costly mistakes and keeps you aligned with your long-term desires. I can also introduce strategies and opportunities that may not be widely available to individual investors and help you understand how it all fits together.

Xavier Lewis, Financial Advisor

I decided to become a financial advisor when I was 15 years old at my high school career day. An advisor talked about building relationships, solving financial challenges, and helping families create long-term security. I remember thinking, “That is exactly what I want to do with my life!”

It’s rewarding to educate clients and build on their knowledge base—to see that shift when someone moves from uncertainty to clarity and confidence.

I especially enjoy working with families and executives focused on growing and protecting their wealth. They often have complex finances that might include equity compensation, business interests, tax strategy, and estate planning. I truly enjoy bringing clarity and structure to all of it.

People don’t know what they don’t know, and finance can be overwhelming. My job is to help clients spot and navigate potential potholes while pursuing opportunities that fit their long-term plans.

Helping people understand their strategy and its underlying numbers allows them to make better, more clear-headed decisions. That is meaningful value I strive to provide.

Keaton Hamilton

Financial Advisor

At a very young age, I saw how lack of resources can create havoc and how significant wealth without wisdom can create its own kind of damage. But pairing wealth with good guidance and intention can be powerful. I wanted to help people achieve that.

Walking alongside families as they move toward their goals and showing them what has been accomplished is very rewarding to me.

My focus areas are women and families—my natural niche. I understand the unique pressures women often carry with having a career, being an attentive spouse and parent, and trying to do it all. My mission is to help take financial management off a client’s plate, which is often an enormous stress reliever.

At LotusGroup Advisors, “Make Life Count” are truly meaningful words. I work to help clients feel stable, organized, and secure about their financial future so they can spend their time and money on what they value most.

Trying to manage your financial life can be full of anxiety and confusion. A professional advisor can help you prepare for what may lie ahead and focus on the next right step at the right time. You should feel comfortable knowing that your trusted advisor is helping implement and oversee the plan you’ve built together.

This is a paid advertisement. LotusGroup Advisors, LLC, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The information presented is for informational purposes only and should not be construed as personalized investment advice. All investment strategies involve risk, including the possible loss of principal.