After realizing that pre-packaged, traditional banking products were confusing, costly, and rarely met the needs of his clients, Inva Capital’s CEO, Raphael Cordeiro, knew there had to be a better way.
Inva Capital Wealth Management was founded on the premise that successful investing can be astonishingly simple, given the right combination of strategy and behavioral management.
We believe that some of our best work is done around helping clients make very important decisions that may seem more simplistic in nature, such as debt reduction, managing credit, and tax planning — just to name a few.
Why Inva Capital Wealth Management?
Making financial decisions is not easy. We know that many of the choices we make today can determine if ourselves and our loved ones will enjoy the future we deserve. The uncertainty of markets and the massive amount of information available can lead to sub-optimal choices with substantial consequences.
Inva Capital Wealth Management can help guide you through the many potential risks your financial strategies will face and support you in your decision-making process to ensure that you make the most rational choices possible and that are in line with your ultimate objectives.
We diligently avoid conflicts of interest when representing our clients. We never collect commissions from the transactions of assets and our compensation is aligned with the objectives of those we represent.
Hello, I’m Luiz, Inva Capital Wealth Management’s Portfolio Manager & Financial Planner
INVA CAPITAL WEALTH MANAGEMENT LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES PRODUCT, SERVICE, OR INVESTMENT STRATEGY. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.
KEY FACTS ABOUT INVA CAPITAL WEALTH MANAGEMENT LLC
-
US Businesses
-
Companies in Florida
-
Miami-dade County Companies
- Company name
- INVA CAPITAL WEALTH MANAGEMENT LLC
- Status
- Inactive
- Filed Number
- L15000165013
- FEI Number
- 30-0884315
- Date of Incorporation
-
September 28, 2015
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://invacapitalwealthmanagement.com
- Phones
-
(305) 721-2902
(305) 721-2901
INVA CAPITAL WEALTH MANAGEMENT LLC NEAR ME
- Principal Address
- 1800 N. BAYSHORE DR 1915,
MIAMI,
FL,
33132,
US
- Mailing Address
- 999 BRICKELL AVE,
MIAMI,
FL,
33131,
US
See Also