About Us
WE UNDERSTAND YOU!
You are not just another investor; you are an uncommon achiever—a true go-getter and maverick. We recognize that your ambitions often set you apart from the crowd. Your unique goals and challenges may be perplexing to the conventional investor, but you are charting your own course toward a prosperous future for yourself and your family.
WE UNDERSTAND YOU!
Having walked a similar path, we have assembled a dedicated team equipped with the expertise to help you maximize your achievements, refine your strategies, and enhance your future potential.
WE UNDERSTAND YOU!
You deserve a wealth management experience tailored to your extraordinary journey. Our proven process is designed specifically for trailblazers like you. To ensure your investment security, clarity, and confidence, you need a team that embodies resilience, intelligence, and a keen understanding of the calculated risks involved in investment management.
WE UNDERSTAND YOU!
Our wealth management team is committed to unwaveringly pursuing your goals.
Let us support you on your exciting journey with the @Private Wealth Management Family.
Josué Cinéus CIM®
Managing Director
@Private Wealth Management
Life Insurance Agent
Our Approach
Financial Analysis and Corporate Tax Saving Strategies
Our first task is to ensure that we understand your personal and financial objectives; then we create a sophisticated financial and Corporate Tax Saving Strategy road map that integrates everything from tax considerations and risk management to your investment portfolio and estate wishes.
Historically consistent & stable returns
Through major market downturns, @Private Wealth Management has kept clients safely on track to reach their financial objectives through our conservative, yet innovative approach to investment management.