The Family Office
Honest Wealth
Honest Wealth was established to provide families and corporations with the most current independent financial advice for today’s fast-paced global economy.
At Honest Wealth we work intimately with our clients. While we provide a vast array of services, the greatest value we provide is confidence. Our mission is to serve as your family’s independent financial advisor for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on what is most important to you. We engage all generations throughout the process via education and diligent advice so that they can fully understand the goals established as well as the journey.
The Greatest Value We Provide is Confidence.
Our Core Values
Independence
Independence
We provide independent advice to our clients and help them manage their investments with global financial institutions.
Client Focus
Client Focus
We manage clients’ wealth by focusing on their values and goals, by always putting their interests first.
Open Communication
Open Communication
In today’s fast-paced inter-connected world with constant change, we maintain communication with our clients to keep them on top of the major global economic trends.
Transparency
Transparency
Honest Wealth is transparent in the investment process as well as the fees associated with services provided.
ESG
Capitalizing on a socially responsible future shouldn’t be overlooked as a potential addition to your portfolio. Let’s explore together what are the best options for you.
Honest Wealth is committed to investing in companies that have demonstrated their belief in sustainable, environmental, and social governance. We continue to see opportunities in these companies that are striving to solve the world’s biggest social and environmental problems.
Call us
Tel. 305.416.9081
ADDRESS
1221 Brickell Avenue, PH Floor
Miami, FL 33131
Honest Wealth, LLC (“HW”) is the Doing Business As entity, through which Nicholas Patino, Kyle Hernandez, and Laura Poo, registered representatives of Insigneo Securities, LLC and Insigneo Advisory Services, LLC conduct their securities and investment advisory activities. HW is not itself a broker dealer or an investment advisor. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions, principally in Latin America. Brokerage products and services are offered through Insigneo International Financial Services, LLC, headquartered in Puerto Rico, and through Insigneo Securities, LLC, headquartered in Miami. Both are members of the Financial Industry Regulatory Authority (FINRA) and Securities Investors Protection Corporation (SIPC) https://www.sipc.org/. Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the Securities and Exchange Commission. In Uruguay, advisory services are offered through Insigneo International Asesores de Inversion Uruguay, SA, Insigneo Asesores de Inversion Latam, SRL, and Insigneo Asesores de Inversion de Uruguay, SRL, in Argentina through Insigneo Argentina, SAU, and in Chile through Insigneo Asesorias Financieras, SPA. Collectively, these eight operating businesses make up the Insigneo Financial Group. To learn more about the Broker Dealers including their conflicts of interest and compensation practices, please go to https://insigneo.com/disclosures/ or via www.finra.org. To learn about Insigneo Advisory Services, LLC and any conflicts related to its advisory services, please see its Form ADV and brochure which can be found at Investment Advisor Public Disclosure website https://adviserinfo.sec.gov/