What is an Wealth Status Assessment?

Through the Wealth Status Assessment (WSA) we analyze the client’s current financial position and then identify an efficient allocation of their income under a strategy that includes fundamental principles of capital preservation, tax exposure and personal legacy.

¿What does it entail?

Discovery meeting:

Using a questionnaire, we evaluate your current situation.

Strategic plan:

We analyze the information and create a report with the recommended strategy.

Action plan:

The strategy is implemented, we evaluate the process and we make sure to provide you with continuous advice, always seeking to comply with the long-term plan.

Benefits:

• Improve your money management
• Boost your savings
• Invest successfully
• Increase your income