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Pariter Wealth Management
Pariter Wealth Management is an SEC-registered investment adviser in Guaynabo, PR. The firm manages $11 million in assets on a discretionary basis.
Pariter Wealth Management
Pariter Wealth Management is an SEC-registered investment adviser in Guaynabo, PR. The firm manages $11 million in assets on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
Location
Region
North America
Country
United States
City
Guaynabo
Corporate office
Guaynabo, Puerto Rico
Frequently asked questions
Why is Pariter Wealth Management located in Puerto Rico?
Puerto Rico's Act 60 legislation offers significant tax incentives for financial services firms and their clients, including reduced income tax rates and capital gains exemptions. A number of wealth managers and advisors have relocated to the island over the past decade, particularly to Guaynabo's financial services corridor, to serve mainland US clients from this jurisdiction. Pariter operates within that ecosystem.
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