Activest Wealth Management LLC

Activest Wealth Management LLC is a financial advisory firm based in Aventura, Florida, with a team of 8 employees. Activest Wealth Management provides comprehensive financial planning and wealth management services to families. They specialize in helping clients achieve their financial goals, regardless of market conditions, by leveraging their over 20 years of experience and expertise. They offer a range of services, including investment management, retirement planning, and estate planning. The firm distinguishes itself by taking a holistic approach to wealth management, coordinating with other professionals to develop a tailored plan that considers all aspects of a client's financial situation. They emphasize their commitment to providing value through personalized service, strong relationships with financial institutions, and a focus on delivering results. Activest Wealth Management is dedicated to staying ahead of industry trends and utilizing the latest technologies to benefit their clients. To learn more about Activest Wealth Management LLC, visit their website at activestwm.com. You can also find their disclosures and privacy policy on their website.