The wealth management requires a high dedication and continuously updated to keep up in increasingly competitive markets. This range of products and services makes investment possibilities expand and evolve constantly.


Due to the changing environment of today's financial markets, even the most experienced investors usually require a professional financial advisor to help them make the right choice among thousands of investment products offered today.


The figure of the independent financial adviser intended that each client has an investment strategy according to your profile, the client understands how each product works and who knows the evolution of the investments made.


In this scenario, Summa Patrimonia provides objectivity in the selection of the best financial products and services of third parties, focusing exclusively on the benefit of our customers.


"A good investor, ensures understand the product they are buying before investing"

Investor Profile
Imagen de seguimiento