About Us

We are a registered investment advisor

Registration with the United States Securities and Exchange Commission or any state
securities authority does not imply a certain level of skill or training

We provide solutions aimed at addressing needs in wealth management and estate, tax, and succession planning.

We have created strategic partnerships with market-leading companies, financial institutions, and other business allies

Our offices are located in Miami, New York, and San Diego

We rely on a highly professional team, supported by their trajectory, training, and work ethic

Our history

We are a highly specialized investment advisory firm in global markets. Founded in 2007 by a group of professionals with over 25 years of experience in the financial markets.

Meet our team

Miami New York San Diego México City Panamá City Caracas Madrid
Our offices and financial advisors will always be at your service wherever you are located

Head Quarter

Offices

Foreign Investment Advisors

Presence

A dynamic network near you.

Social responsibility

Fundación para la cultura urbana

It is a platform whose objective is to promote the talent of emerging Venezuelan musicians, spread their projects, support their initiatives in Venezuela and around the world.

Guataca

It is a platform whose objective is to promote the talent of emerging Venezuelan musicians, spread their projects, support their initiatives in Venezuela and around the world.

CDEI

Is an umbrella organization that supports six exceptional programs that share a common goal of creating a better future for Venezuelan children. CDEI's philosophy is based on teamwork and working hand in hand with each organization.

Get in touch with us

  • The average introductory conversation lasts 20 minutes

At Lifeinvest, we want to better understand your goals. You can schedule an
appointment with us through this form or directly at info@lifeinvestwealth.com

Contac Us