Skaliotis Ulysse and Associates
From Managing Wealth to Living Legacy: Why Our Approach Is Different
Wealth management shouldn’t only prepare you for tomorrow — it should give you the freedom to live fully today. Our approach helps you align your financial success with your values, so your legacy is something you experience now and carry confidently into the future. Skaliotis Ulysse and Associates was built using our core values as the foundation that guides us in all decisions, how we operate our business, and how we serve our clients:
- Clients Come First
- Be There Always
- Do the Right Thing
- Own Our Mistakes
- Be Our Best
We pride ourselves on delivering a boutique wealth management experience, and through Merrill Lynch Wealth Management, our client experience is supported by one of the largest financial institutions in the world. We serve a select group of clients across the country, including multi-generational families, business owners, and retirees. Our proactive approach, rooted in strategic asset allocations and detailed financial planning, helps our clients make confident decisions aligned with where they are now and where they want to be.
We welcome the opportunity to learn how we can best serve you and your family.
Sincerely,
Dionysios and Jean-Marc
Dionysios A. Skaliotis, AAMS™
Financial Advisor | Senior Portfolio Advisor
Jean-Marc Ulysse, CRPC™
Financial Advisor | Senior Portfolio Advisor
We believe wealth should do more than grow — it should define and secure your legacy. For families, that means passing on both financial resources and guiding values to the next generation. For business owners, it's transforming years of work into impact that lasts. For retirees, it's the freedom to enjoy today with confidence that tomorrow is protected.
At the core of our investment philosophy is a simple but powerful belief: a portfolio should be designed around your goals while taking on the least amount of risk necessary to achieve them. We create disciplined, strategic asset allocations that reflect not just market conditions, but your family's vision, your business ambitions, and your retirement needs.
From day one, our commitment is to align wealth with purpose — helping you manage, grow, and preserve your financial life today while shaping the legacy you'll be proud to leave tomorrow.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
