Activest Wealth Management的封面图片
Activest Wealth Management

Activest Wealth Management

金融服务

Aventura，FL 2,957 位关注者

Empowering Families, Building Legacies, Impacting Lives.

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关于我们

We are a group committed to empowering families, building legacies, and impacting lives through financial solutions designed to make a difference. With over 10 years of experience, a presence in more than 15 countries, and the privilege of guiding over 150 families on their journey to achieving their wealth goals, we offer financial advisory services rooted in close and personalized relationships. We understand that each client has unique goals and needs, which is why our team of advisors, alongside specialists in various fields, combines integrity, excellence, empathy, a human touch, and a deep commitment to crafting tailored strategies for every individual. Our international reach allows us to merge a global perspective with a local approach, adapting to the particularities of each market while upholding our purpose of serving with the highest standards. Your financial well-being and that of your family is more than a priority to us—it is our commitment.

网站
https://www.activestwm.com
所属行业
金融服务
规模
11-50 人
总部
Aventura，FL
类型
私人持股
创立
2009
领域
Wealth Management、Financial Planning、Investments、Credit analysis、Estate Planning、Investment Funds和Financial Advice

地点

  • 主要

    20900 NE 30th Ave.

    One Aventura, Suite 310

    US，FL，Aventura，33180

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Activest Wealth Management员工

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动态

  • We are thrilled to congratulate our Wealth Management Associate, Janessa Suarez, on earning her Juris Doctor from NSU Shepard Broad College of Law. Her dedication and hard work are truly inspiring.We are proud to have her on our team and look forward to her continued success. ?? ?

    查看Janessa Suarez的档案
    Janessa Suarez

    J.D. | Wealth Management Associate - Activest Wealth Management, LLC

    ?? On December 9th, 2024, I officially graduated with my Juris Doctor from NSU Shepard Broad College of Law! ??? Grateful for the experience, the lessons, and all the support I received throughout this journey. Here's to new beginnings and the next chapter! ???? #FutureEsquire A special thank you to my parents, my brother, Guille who has been my absolute rock, and Eduardo Brender, the most considerate boss, whose unwavering support made balancing full-time work and law school not just possible, but manageable. I am truly blessed to be surrounded by such amazing individuals who uplift and inspire me as I work toward achieving my goals and dreams. Thank you! ??

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  • We proudly announce that Jacob Taurel, CFP? has been selected as a finalist for the Citywire Americas Next Generation Awards. ?? This recognition highlights the leaders who are shaping the future of the financial industry. ? Support Jacobo with your vote here: https://lnkd.in/dANwBReT ??? You can cast your vote until March 21st!

    查看Jacob Taurel, CFP?的档案
    Jacob Taurel, CFP? Jacob Taurel, CFP?是领英影响力人物

    Managing Partner @ Activest Wealth Management | Investments, Financial Planning

    I'm excited to share my nomination as a finalist for the Citywire's Next Generation awards. During this stage, winners will be selected based on votes and interviews. I appreciate your support by voting on the link below before the deadline next week: https://lnkd.in/eXQ_N9sa Thank you! ??

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  • The U.S. CPI slowed in February, rising 0.2% monthly with an annual rate of 2.8%.?Shelter?costs continue to climb (4.2% annually), and products like eggs have surged 58.8% over the past year. Given this scenario, the Fed is assessing its next move, with expectations of a rate cut in May. How do you think this will impact the markets??????? Read our full article here https://lnkd.in/gJ7fyq-W

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  • 查看Activest Wealth Management的组织主页
    Activest Wealth Management

    2,957 位关注者

    ?? Markets continue adjusting to new factors: tariffs, interest rates, and inflation. In the U.S., tariffs on Canada and China are now in place. Meanwhile, Europe is cutting rates, and China is responding with new trade restrictions. In Latin America, Brazil and Argentina remain key players in investment and economic policy. What impact do you think these decisions will have on the markets? ???? https://lnkd.in/gas_fY2R

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  • Warren Buffett's Annual Letter Reveals Key Insights on Berkshire Hathaway's 2024 Strategy: ?? More Cash, but Staying True to Its Roots: $334 billion in cash, with a preference for equities. ?? Greater Diversification: Increasing bets on Japan and its conglomerates. ?? The Power of Insurance: 66% growth in operating earnings. Buffett remains confident in the potential of the U.S. but continues to keep an eye on global opportunities. ?? What do you think of his decisions?

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