Invenio Wealth Partners

Overview

Invenio Wealth Partners is a wealth management firm based in Coral Gables, Florida, specializing in providing comprehensive financial planning and investment services to high-net-worth individuals and institutions. The firm offers a range of services, including wealth management, wealth consulting, 401(k) rollovers, education funding planning, alternative investments, annuities, asset management, business planning, business succession planning, cash management, corporate retirement plans, endowments and foundations, estate planning strategies, exchange-traded funds, executive financial services, financial planning, fixed income, life insurance, philanthropic services, professional portfolio management, qualified and nonqualified retirement plans, qualified plans, retirement planning, trust accounts, trust services, and lending products. Their approach emphasizes aligning with clients' best interests, providing objective, independent advice, and managing client resources using state-of-the-art technology and industry-leading research. In 2022, Invenio Wealth Partners partnered with tru Independence, a national independent advisory growth platform, to enhance their technological infrastructure and support their growth plans. This partnership allows Invenio to maintain its independence while benefiting from tru's resources and network of elite advisors. The firm's team includes professionals with extensive backgrounds in financial planning, investment management, and consulting, committed to delivering personalized and comprehensive wealth management solutions. Invenio Wealth Partners is a registered investment advisor with the U.S. Securities and Exchange Commission, ensuring adherence to fiduciary standards and a commitment to clients' financial well-being.

Investment Focus

• High-net-worth individuals
• Institutions
• Family offices
• Endowments
• Foundations

Portfolio Companies