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Vesta Wealth Management, LLC Overview

Type

Multi Family Office

General Information

Vesta Wealth Management, LLC is a multi-family office headquartered in Miami. Founded in 2013, the firm grew out of portfolio-management work led by CFA and CFP professional Daniele Ghiotti and now advises entrepreneurial and multigenerational families on asset allocation, financial planning, tax and estate strategy, and direct investments across public equities and private alternatives—allocating capital with an open-architecture approach.

Contact Information

Website:
https://www.vestawealth.com

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
1688 Meridian Avenue, Miami Beach, FL

Portfolio & Notable Allocations


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