HOW CAN WE HELP YOU
WITH CUSTOMIZED CONSULTING?
At Trusted Advisors Group we offer you the management of your wealth in a customized way, based on a discovery diagnosis where we will analyze your current financial status.
The diagnosis will provide us with a report and will give us the light, such as the lighthouse that represents us, will clearly provide the necessary information so that our team of expert advisors can propose a strategic plan and an action plan designed to help you achieve your financial peace of mind.
The Wealth Management service is a process of knowledge, planning, execution and follow-up that is developed through the following stages:

ADVICE
ADVICE
ADVICE
with one of our experts?
OF STRATEGIC ALLIES

ROGER DUCRUET
Allied Partner
Risk Management and Insurance Specialist.

FERNANDO ROBLETO
Allied Partner
Over 10 years of experience as an investment banking specialist.

DIEGO HERRERA
Allied Partner
Lawyer with extensive professional experience in advising national and international companies in the financial and industrial sector.

LUIS MANZANARES
Allied Partner
Lawyer specialized in estate planning and fiduciary services.

GABRIEL DE OBARRIO III
Allied Partner
Specialist in Insurance and Asset Management