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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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