The Family
Office Approach
Honest Wealth was established to provide families and corporations with the most current independent financial advice for today’s fast-paced global economy.
At Honest Wealth we work intimately with our clients. While we provide a vast array of services. Our mission is to serve as your family’s independent financial advisor for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on what is most important to you. We engage all generations throughout the process via education and diligent advice so that they can fully understand the goals established as well as the journey.
The Greatest Value We Provide is Confidence.
Our Core Values
Independence
Independence
We provide independent advice to our clients and help them manage their investments with global financial institutions.
Client Focus
Client Focus
We manage clients’ wealth by focusing on their values and goals, by always putting their interests first.
Open Communication
Open Communication
In today’s fast-paced inter-connected world with constant change, we maintain communication with our clients to keep them on top of the major global economic trends.
Transparency
Transparency
Honest Wealth is transparent in the investment process as well as the fees associated with services provided.
Call us
Tel. 305.416.9081
ADDRESS
1221 Brickell Avenue, PH Floor
Miami, FL 33131
Website Disclosure
Honest Wealth, LLC is the “doing business as entity” through which Nicolas Patino, Laura Poo & Kyle Hernandez, investment professionals (“IPs”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conduct securities and advisory activities. Honest Wealth, LLC is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions. Brokerage products and services are offered through Insigneo Securities, LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”) and member of FINRA and SIPC. Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the SEC. Insigneo has affiliated companies in different locations, so it is important to understand which entity you are conducting business with. Please visit https://insigneo.com/legalentities/ for more information about the differences between these companies, their locations, and what that means for you. Click on the following links to view ISEC- Reg BI- Client Relationship Summary (“Form CRS”) and IAS_Form_ADV_Part_3_CRS.pdf
LinkedIn Disclosure: Honest Wealth, LLC is the “doing business as entity” through which Nicolas Patino, Laura Poo & Kyle Hernandez, investment professionals (“IPs”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conduct securities and advisory activities. Honest Wealth, LLC is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Articles circulated, market commentary and general ideas I share on LinkedIn should not be construed as specific securities or investment strategies recommendation for you or a business communication by me. If you would like specific investment recommendation, please contact me at nicholas.patino@insigneo.com or call me at 305.416.9081.
Check the background of the IP on FINRA’s BrokerCheck at www.finra.org/brokercheck.
Outlook Disclosure: Honest Wealth, LLC is the “doing business as entity” through which Nicolas Patino, Laura Poo & Kyle Hernandez, investment professionals (“IPs”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conduct securities and advisory activities. Honest Wealth, LLC is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Check the background of the IP on FINRA’s BrokerCheck at www.finra.org/brokercheck.
Past performance is not indicative of future results, that investment involves risk, and that loss of principal is possible. Always contact your Investment Professional for specific recommendations.