The Team
Honest Wealth has an outstanding team of finance and investment professionals with extensive experience in Wealth Management.
Nicholas Patiño
After working for a top global investment firm like Smith Barney (Morgan Stanley), Nicholas is on a mission to mitigate the conflicts of interest that exist at traditional wealth management firms. Nicholas co-founded an RIA in 2006 – Loyola Asset Management and later was hired to grow Espirito Santo Investment Advisor with the goal of providing independent advice to families and corporations. In 2017 he decided to partner with Insigneo Securities, LLC with a primary focus on Multi Family Office Services at Insigneo Advisory Services.
Check the background of this investment professional on FINRA’s BrokerCheck https://brokercheck.finra.org/
Kyle Hernandez, CFP®
Kyle joined Insigneo in 2024 bringing a wealth of experience having collaborated with multiple firms and advisors in the independent advisory sector. His diverse background provides him with a unique perspective that enriches practice management, ultimately elevating the client experience. With a focus on investment products and financial planning, Kyle is committed to staying at the forefront of industry knowledge tailoring each approach to the specific needs of his clients. As a Certified Financial Planner™, he exemplifies dedication to professional growth and commitment to providing comprehensive and holistic financial guidance to clients. Check the background of this investment professional on FINRA’s BrokerCheck https://brokercheck.finra.org/
Laura Poo
Laura joined Insigneo Securities, LLC in 2021 and is focused on providing clients with exceptional advice and service. Having previously worked at Wells Fargo Clearing Services, LLC and Mercantil Investment Services, she has learned that one of the most important things that we can provide as advisors is truly independent advice. With ample financial experience she continues to provide both domestic and international clients well balanced solutions to their unique financial needs.
Check the background of this investment professional on FINRA’s BrokerCheck https://brokercheck.finra.org/
The Family Office | Honest Wealth
One of the differentiating factors of a Family Office is that it sits next to the client with a fiduciary responsibility in front of various financial institutions to find the best solutions designed to fit their client’s needs. This holistic approach allows for a more informed and global perspective of the client’s wealth.
Choosing a Multi-Family Office or developing one’s own Single – Family Office is often the responsibility of the family itself, which can be a daunting task and one that requires a great deal of experience and due diligence. Honest Wealth and their advisors are here to help you throughout this process.
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.