Aventura, Florida, USA – May 07th, 2024 – Activest is thrilled to announce the addition of Eduardo Brender to its esteemed team of financial professionals. With over twenty years of experience in the field, Eduardo brings a wealth of expertise and a proven track record of success to the company.
As a seasoned Financial Advisor, Eduardo has demonstrated his proficiency in various areas including wealth management, alternative investments, asset management, fixed income, and financial planning. His deep understanding of these sectors will undoubtedly enhance Activest’s ability to meet and exceed the needs of its clients.
Eduardo’s has been recognized as one of Forbes’ Best-In-State Wealth Advisors for four consecutive years – 2021, 2022, 2023 and 2024 – underscoring his exceptional achievements and commitment to excellence. His impressive credentials include an MBA from Babson College, highlighting his dedication to ongoing education and professional development.
“We are delighted to welcome Eduardo Brender to the Activest team,” said Isaac Wakszol, Founder at Activest. “His extensive experience and outstanding reputation in the industry make him a valuable addition to our firm. We are confident that Eduardo’s expertise will contribute significantly to our continued success and further strengthen our position as a leader in financial services.”
Eduardo Brender expressed his enthusiasm for joining Activest, stating,“After careful consideration, I chose Activest because it offers a platform where I can provide enhanced service to my clients, supported by an exceptional team. Now, with the ability to work independently with any custodian, we can truly tailor our solutions. I eagerly anticipate collaborating with my colleagues to deliver exceptional Family Office services and innovative solutions to our clients.”
Activest is excited to embark on this new chapter with Eduardo Brender and is committed to supporting his success as an integral member of the team.
One of the main reasons advisors join Activest is because of the Family Office service, focused on high-net-worth families with the aim of managing their complex finances in a simple and efficient manner. Through research, technology, and a team of expert professionals. Eduardo Brender stated, “The family office service is a great fit for many of our clients allowing us to provide comprehensive financial guidance across every aspect of their lives.”
About Activest:
Activest is a leading financial services firm dedicated to providing tailored solutions and personalized guidance to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Activest offers a comprehensive range of services including wealth management, investment advisory, retirement planning, and more.
Activest’s comprehensive portfolio includes an array of open architecture investment products, such as funds, stocks, bonds, and alternative investments. Its robust investment committee leadership is revered for generating top-tier research and delivering premier market insights. In addition, Activest offers strategic financial analysis and comprehensive portfolio analysis, equipping investors with critical tools to make informed decisions.
Activest Wealth Management is a registered investment adviser with the SEC, offering tailored and transparent financial advice through a group of experienced professionals. With over $2.5 billion assets* and more than 200 families across 10+ countries, Activest is revolutionizing independent wealth management with its comprehensive and fully integrated platform.
For more information about Activest and its services, visit www.activestwm.com.
IMPORTANT INFORMATION: Activest Wealth Management (“Activest”) is a registered investment adviser with the SEC. Registration with the SEC does not imply endorsement or approval. No information on this material should be construed as a recommendation or research regarding the purchase or sale of any security or investment strategy. Investing involves risks, please carefully review the disclosures provided to you before investing. As of December 31 2023 Assets Under Management $613,365,815 and Assets Under Advice $1,869,234,494. Please refer to the ADV, CRS and website www.activestwm.com for more information. Activest does not provide legal or tax advice.
Media Contact
Company Name: Activest Wealth Management
Contact Person: Jacobo Taurel
Email: Send Email
Phone: +1 (954) 399-8121
Address:One Aventura 20900 NE 30th Ave Suite 310
City: North Miami
State: FL
Country: United States
Website: https://www.activestwm.com