We are experts in customized financial solutions
We specialize in providing personalized financial advice to entrepreneurs and executives. Our experience covers a wide range of services that will help you maximize your capital and diversify your assets, ensuring sustainable and secure financial growth.
We help you achieve your financial goals
Our approach is to design tailor-made strategies, tailored to your specific needs and objectives. Whether you are looking to improve the profitability of your investments or protect your assets in the long term, we are here to guide you every step of the way.
Investment Diversification
We help you create a globally diversified investment portfolio, minimizing risks and maximizing returns. Our strategy adapts to your goals and risk profile.
Investment Funds
We offer access to a selection of investment funds carefully chosen to generate long-term returns, always tailored to your financial needs.
Structured Products
We design investment solutions that combine security and profitability through structured products, perfect for those seeking sophisticated and personalized investments.
Stock and Bond Portfolios
We provide you with active and personalized management of stock and bond portfolios, seeking market opportunities with solid balance sheets and attractive prices.
Financial and Tax Planning
Optimize your assets with efficient financial and tax planning. We help you reduce your tax burden while maximizing your profits.
Advice on Assets and Succession
Protect and preserve your legacy with comprehensive advice on estate planning and succession, ensuring a smooth transition to the next generations.
How we work
Our process for delivering personalized financial solutions is designed to give you a clear and effective experience, ensuring that each step brings you closer to your financial goals.
Consultation
We begin with a detailed consultation to understand your needs, goals and risk profile.
Strategy
We develop a personalized strategy that includes the diversification of your assets and the selection of the best investment opportunities.
Action
We implement the agreed solutions, constantly monitoring your portfolio to adjust it according to market conditions and your new needs.
FAQs
At Sergio Felice, we offer a fully customized approach, tailored to your specific needs. Our experience in global markets and our commitment to our clients' success set us apart from other firms.
It is important that you have all the information on hand regarding your current financial situation, your short- and long-term goals, and any preferences regarding risk level.
A financial advisor provides you with expert and personalized insight, helping you optimize your investments, minimize risks and take advantage of the best market opportunities according to your profile and objectives.
We constantly monitor your portfolio to ensure it is aligned with your financial goals. We make adjustments based on market conditions and changes in your personal circumstances.
You can contact us via email, phone number or through the contact form on our website. We will be happy to assist you.
