Activest Wealth Management

Activest Wealth Management

Financial-Services

Aventura, FL
United States
Company Tagline

Empowering Families, Building Legacies, Impacting Lives.

Industry Category
Financial-Services
Company Description

Activest Wealth Management is dedicated to empowering families, building lasting legacies, and making a significant impact on lives through comprehensive financial solutions. With over a decade of experience and a presence in more than 15 countries, Activest Wealth Management has guided over 150 families toward achieving their unique wealth goals. The firm's commitment to personalized financial advisory services is rooted in strong, close relationships with each client.

Located at 20900 NE 30th Ave., One Aventura, Suite 310, Aventura, FL 33180, US, Activest Wealth Management merges a global perspective with a local approach to adapt to the particularities of each market. The team of advisors and specialists in various fields provides integrity, excellence, empathy, and a human touch, crafting tailored strategies for every individual. Your financial well-being and that of your family are the central focus at Activest Wealth Management.

Activest Wealth Management offers comprehensive wealth management, estate planning, credit analysis, and investment strategies designed to meet the diverse needs of its clients. To further enhance your business and showcase your unique offerings, we invite the management team at Activest Wealth Management to create a customized and exclusive company showcase and product listing on our platform.

Activest Wealth Management se dedica a empoderar a las familias, construir legados duraderos y generar un impacto significativo en las vidas a través de soluciones financieras integrales. Con más de una década de experiencia y presencia en más de 15 países, Activest Wealth Management ha guiado a más de 150 familias para que alcancen sus objetivos únicos de patrimonio. El compromiso de la empresa con los servicios de asesoría financiera personalizados se basa en relaciones sólidas y estrechas con cada cliente.

Ubicada en 20900 NE 30th Ave., One Aventura, Suite 310, Aventura, FL 33180, EE. UU., Activest Wealth Management combina una perspectiva global con un enfoque local para adaptarse a las particularidades de cada mercado. El equipo de asesores y especialistas en diversos campos brinda integridad, excelencia, empatía y un toque humano, creando estrategias personalizadas para cada individuo. Su bienestar financiero y el de su familia son el enfoque central de Activest Wealth Management.

Activest Wealth Management ofrece administración integral de patrimonio, planificación patrimonial, análisis de crédito y estrategias de inversión diseñadas para satisfacer las diversas necesidades de sus clientes. Para mejorar aún más su negocio y mostrar sus ofertas únicas, invitamos al equipo de administración de Activest Wealth Management a crear una presentación de empresa y una lista de productos personalizadas y exclusivas en nuestra plataforma.

Key Personnel / Employees
Jacob Taurel CFP® Jacob Taurel CFP® is an Influencer Jose Luis Cova Juan Xavier Sanchez CFA CFP® Eduardo Brender

Compare Companies Side by Side

Compare Activest Wealth Management with 3 companies in Financial-Services

4 Companies
Comparison Field
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Fortify Wealth
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Founded Year
2007 2003
Company Size
51-200 2-10 2-10
City
Aventura, FL Mona Vale, New South Wales London, England
Country
United States United Kingdom
Skills & Keywords Comparing with main company
10 Total Skills
Wealth Management Financial Advisory Estate Planning Credit Analysis Investment Strategies Financial Planning Investment Funds Credit analysis Investments Financial Advice
3 Total 3 Unique
Unique Skills:
Financial Service Mortgages Pensions
6 Total 6 Unique
Unique Skills:
Cashflow & Budgeting Insurance Retirement Strategic Planning Superannuation Tax
10 Total 10 Unique
Unique Skills:
Business Owner Planning Fund Management Inheritance Tax Planning Insurance Investment Planning Mortgages +4
4
Total Companies
2003
Oldest Founded
2
Countries
27
Unique Skills

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Alternative Company Names

This company is also known as

Activest Wealth Management 积极财富管理 एक्टिवेस्ट वेल्थ मैनेजमेंट أكتيفست لإدارة الثروات Activest Gestion de Patrimoine Активист Управление Благосостоянием Activest Gestão de Patrimônio