Financial Expert - Advisor for Global Wealth

Enrique brings over 15 years of experience in wealth management, specializing in holistic, personalized financial planning with a family office perspective. As Partner and Senior Financial Advisor, Enrique provides tailored solutions for high-net-worth individuals and families, ensuring their financial goals and legacy are secured.

A Trusted Advisor for Global Wealth

Enrique’s career spans key roles at Citi Global Wealth Management, Bank Leumi, and EFG Capital, where he advised clients on investment strategies and wealth preservation. With dual degrees in Economics and Finance and an MBA from the University of Miami, along with FINRA Series 7 and 66 certifications, Enrique’s expertise and dedication make him a trusted ally for his clients worldwide.

Services Offered:
• Holistic Wealth Management
• Comprehensive portfolio management tailored to financial goals and risk tolerance.
• Family Office Services
• Estate planning, risk management, and customized investment strategies.
• International Investment Access
• Diversified, tax-efficient investments directly in stable U.S. markets.
• Empowering Financial Success

Enrique plays a pivotal role in helping clients protect, grow, and diversify their wealth.
The firm focuses on creating global investment opportunities while managing risks.

Key services include:
• Portfolio Management: Personalized strategies for sustainable growth.
• Cash & Lending Solutions: Flexible, client-centric financial tools.
• Trustee Services: Ensuring seamless estate and trust management.
• Custom Family Office Services: Tailored to unique family needs and objectives.

Committed to Excellence:
• Global Expertise: Access to diverse, stable International investments and international opportunities.
• Proven Results: A track record of safeguarding and growing client wealth.
• Personalized Approach: Client-focused strategies for long-term success and legacy planning.

Secure your financial future & contact Enrique directly to discuss how his personalized approach can help you achieve stability, growth, and peace of mind for your family’s wealth.

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Clearing and custody through: Pershing, LLC, Member NYSE, FINRA, SIPC, a subsidiary of THE BANK OF NEW YORK MELLON.

Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor.