Aventura Private Wealth was founded on two main principles: trust as a fiduciary commitment and service to our community. We strive to nurture strong relationships for our investors and their advisors. After 14 years leading a successful advisory business at a major bank, Shmuel founded Aventura Private Wealth to serve clients a little differently - offering unbiased investment advice, world-class partners, comprehensive wealth management solutions.
Selling Your Business and What Exit
Planning Means To You
Aventura Private Wealth, LLC (“APW”) is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. APW renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
© 2024 Aventura Private Wealth, LLC Terms of Use Privacy Policy Disclosures