Home 2017-11-28T21:13:36+00:00

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.

  • As a Registered Investment Advisor, we act as our clients’ fiduciary. This means that their interests are above our own.
  • Our professionals have the most respected financial certifications, such as CFA and CFP®.
  • We can collaborate closely with attorneys, accountants, and other representatives to optimize our clients’ strategy.
  • 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

Below, you can check my profile at CFP Board Let’s Make a Plan, XY Planning Network, NAPFA, and BrightScope websites.

We have two different services, First Class and Business Class, that will help you achieve your financial goals and enjoy your life. Check them out!

inva-capital-wealth-management-cfp-certified-financial-planning-board-logo BrightScope

Last posts from the blog

Tax Planning

September 28 2017|0 Comments

Before we start, let's recall two concepts that I have repeated to exhaustion (which always helps in memorizing): 1) The success of the client -financial consultant relationship is measured by [...]

  • insurance

Risk Planning

September 21 2017|0 Comments

Last week, I showed the four areas of financial planning Risk Management Tax Financial Retirement Planning Estate Planning I introduced the first item, Risk Management. Once again, the Human and [...]

  • insurance

Financial Planning

September 14 2017|0 Comments

In the post I wrote about the client-financial advisor relationship. As I stated its success can be measured by the following items: the advisor understands the client's long-term financial goals the [...]

What is INVA?

INVA is the Flight Instructor’s qualification in Brazil. This is a license obtained by people with extreme skill. From putting a plane in the air to make passengers arrive at their destination in safety. The flight instructor also needs to be proficient in teaching and correcting mistakes of his apprentices.