Learn more about
Sergio Felice
Specialist in Personalized Financial Advice for Entrepreneurs and Executives
Personalized Financial Advice for Entrepreneurs and Executives
With more than ten years of experience in financial consulting, Sergio Felice has accompanied numerous entrepreneurs and executives in the management and growth of their assets. We know that many of our clients do not have the necessary time to constantly monitor their investments, so we become their strategic partner, providing tailored solutions that maximize their benefits.
Our Vision
Our vision is to be the benchmark in personalized financial advice for entrepreneurs and executives, offering diversified investment solutions that drive sustainable growth of their assets. We want to be your guide at every stage of your financial journey.
Our Mission
Our mission is to offer personalized financial advice, with diversified portfolios that include investment funds, structured products and solid assets, always seeking to maximize our clients' capital.
Our Values
Our values are based on a commitment to our clients’ financial success. Trust is fundamental to us, and we work to build relationships based on integrity, transparency and tangible results.
Tell us your case and discover the best strategy for your assets
If you are looking for new investment opportunities or want to increase the profitability of your capital, we invite you to schedule a meeting with us. Together, we will evaluate your situation and provide you with personalized financial advice that fits your objectives.
