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.
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.
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 [...]
Let's start this post with a question: All the alternatives below are methods of verifying if a client-financial advisor relationship is successful, EXCEPT: A) the financial advisor understands the client's [...]
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.