We are a SEC registered investment advisor firm
Berlin Wealth Group Advisors is a firm that serves clients that resides in Mexico and the United States of America, with more than 15 years of experience in areas of wealth management, tax efficiency, estate planning, and insurance services.
Partners in prosperity
We have the experience to design investment and tax strategies for high-net-worth individuals, as well as to support the growth of wealth and retirement planning. Our firm focuses on aligning financial strategies with the unique goals and circumstances of each client.
Investment management
In investment management, we emphasize diversification, tax optimization, and a balanced approach to ensure both growth and security. High-net-worth individuals often benefit from tailored strategies that include managing multiple properties, philanthropic goals, and complex investment portfolios
fiscal strategies in mexico and usa
For tax planning, we collaborate with specialized firms in Mexico and the USA. These partnerships allow us to offer personalized tax strategies, aiming to reduce the tax burden and maximize returns for our clients. This includes leveraging tax-advantaged accounts, charitable contributions, and strategic asset allocation
high level of expertise
Our team holds various certifications and licenses, such as the Series 65 Uniform Investment Advisor Law and the Accredited Wealth Management Advisor (AWMA) certification in USA and AMIB FIGURE 3 in Mexico, ensuring a high level of expertise and adherence to fiduciary standards
We work with the best brokers and banks
