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GLOBAL WEALTH MANAGEMENT

OUR FIRM

DV Wealth Management is an independent wealth management firm serving investment clients on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. While always keeping our clients' best interest in mind, our focus is on our clients’ liquidity needs, financial goals and their tolerance for risk.

Our Firm

CONTACT US

Address

1441 Brickell Ave.

Suite 1700

Miami, FL 33131

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Email

Tanya Duarte: tduarte@dvwealthmgt.com

Archibaldo Vasquez: avasquez@dvwealthmgt.com

Arturo Vasquez: arvasquez@dvwealthmgt.com

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Tel

(786) 693 7866

 

Thank You

CONTACT

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

DV Wealth Management, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ā€‹Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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DV Wealth Management © 2023. All Rights Reserved.

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TA1/TAA0002

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