With a focus on comprehensive wealth planning, we serve as trusted advisor and personal CFO to individuals and families, globally. Through our Family Office-like services you will have access to:
1) Data/asset aggregation
2) Financial organization
3) Cash/credit management
4) Tax strategies/planning
5) Estate planning and implementation
6) Risk management
7) Investment strategy and implementation
8) Family legacy and governance
I bring over 10 years of financial experience from corporate finance, investment banking and wealth management. I am first generation American (Cuban born parents who came to the US in the 1970s) and I'm fluent in spanish. We look for long-term, mutually agreeable relationships where we fully understand each other.
Snowden Lane Partners is a boutique wealth advisory firm with over $10B in client assets. Our team, the Ureña Wealth Management Group, focuses on providing comprehensive wealth planning to individuals and families, globally.
General Information |
| Insurance License#: | W048765 |
| Name of Custodial Firm: | Pershing LLC |
| States Licensed in: | AZ, CA, DC, FL, GA, IA, MD, MS, MT, NJ, NY, NC, TX, VA |
| Number of Years with Current Firm: | 2 |
| Work Experience: | Out of college, I began my professional career in corporate finance at Bacardi USA. From there I was presented the opportunity to join the wealth advisory business, at Fidelity Investments. While continuing to grow at Fidelity, I attained all of my industry licenses, from registered investment advisor to life and health to even managerial licenses. Not only did I partner with 2 experienced advisors but began providing advice as well. I left Fidelity to then be a Vice President at Axio Financial on the investment banking side of the business. At Axio Financial I created and customized bonds and other investments for clients. Ultimately, I decided to partner with a long time friend and financial advisor, Armando Urena, and we joined Snowden Lane Partners. At Snowden Lane Partners, Armando and I provide comprehensive wealth planning to high net worth individuals and families. |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs |
| Foreign Languages Serviced: | Spanish |
| Advisory Services Provided: | Portfolio Management, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning, Insurance Products & Annuities |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Options & Futures, FOREX & Currency, Bonds, Commodities, Annuities, Insurance, Mutual Funds, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability |
Firm Information |
| Assets Managed by Advisor: | $340,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Commissions |
| Fee % Based on Assets: | .75% -1.4% |
| Additional Details on Charges: | Snowden Lane Partners is a hybrid registered investment advisory firm which allows for both, fee-based and transactional relationships. 80% of our relationships are advisory (fee-based). Our fee is a range. Where you fall within that range is a few factors (size of relationship, complexity of planning, investment vehicles used for solutions). The typical range on our advisory fee is .75% - 1.40% |
| Minimum Fee Charged for Managed Accounts: | .75% |
| Minimum Fee Charged for Hourly Planning Accounts: | $0 |
Education |
| Bachelor - Economics | Penn State University
08/27/2007-05/13/2011 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 6:00 PM |
| Tue. | 8:00 AM - 6:00 PM |
| Wed. | 8:00 AM - 6:00 PM |
| Thu. | 8:00 AM - 6:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
| U.S. and International clientele |
CityWire Americas - Rising Stars
When: 03/17/2022
Details:CityWire Americas' Rising Stars in wealth management
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