Lifeinvest Wealth Management Information

LifeInvest Wealth Management is a highly specialized private banking, investment and advisory firm. LifeInvest was established in 2007 by a group of professionals with more than 25 years of experience in the financial markets. Headquartered in Miami, LifeInvest offers private banking and wealth management to help you attain your financial goals. We deliver a robust and comprehensive product portfolio based on years of experience in the international financial markets. All our products are backed by our personal commitment to attain your financial goals. Your investment decisions will be managed and monitored by the team of wealth management specialists assigned specifically to work with you and clearly define your investment parameters and strategy. Your advisor will keep close contact with you and provide new investment ideas and tailored solutions consistent with your financial goals. With our advisory service, you will be assisted by a team of investment specialists, who will advise you on your investment decisions but you have total control of the portfolio. With this approach you will have our input on a whole range of investment products, and you will have an active role in the day to day management of your portfolio.