Multi-Family Office Services
- Investment Policy
- Risk Analysis
- Tax Management
- Cost Analysis
- Estate Planning
- Family Governance
- Consolidation Reporting
- Retirement Planning
Wealth Management
Wealth management for high-net-worth families have grown increasingly complex. We will help you and your family to navigate the fast pace, changing and uncertain global economies to preserve and grow your wealth.
- Cash Management
- Fixed Income
- Trading
- Portfolio Analysis
- Fund Selection
- Private Equity
- Structured Notes
Investment Approach
Honest Wealth will help you design a personalized investment approach to maximize your financial and portfolio goals.
- Environmental Social Governance (ESG)
- Index Investing – ETF
- Best in Class Active Managers
- Private Equity
- Liquid Alternatives
Strategies
Every portfolio is unique. Honest Wealth will guide you through different portfolio strategies to help you set up the most efficient combination of investment approach for you.
- Fixed Income Portfolios
- Model Portfolios
- Private Equity Portfolios
- Passive Investments (ETFs)
- Actively Managed (Mutual Funds and ETFs)
- Private equity and structured products involve higher risk, limited liquidity, and may not be suitable for all investors
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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.