Perez Wealth Management

RBC Capital Markets, headquartered in Miami, FL, is recognized as a leading investment banking and research bank as noted by Euromoney's Awards for Excellence in 2025. With a strong focus on sustainable finance, cash management solutions, and deep insights across various sectors, the company partners with clients to navigate complex market challenges and drive growth. As a values-driven organization, RBC Capital Markets is committed to making a positive impact in the community by supporting youth initiatives, celebrating the arts, and protecting the environment. Their dedication extends to innovative approaches in capital markets, where they leverage technology and expertise to empower clients and enhance society as a whole. Generated from the website

Delta Equity, based in Miami, FL, is a prominent provider of wealth management services catering to both domestic and international clients. The firm specializes in facilitating transitions to an independent business model, enabling financial advisors to significantly enhance their compensation and autonomy. Partnering with BNY Mellon Pershing, Delta Equity offers clients a secure platform for managing assets across global markets without restrictive minimum balance requirements. Their suite of services includes multi-currency execution capabilities, a broad range of offshore mutual fund products, and a fully digital account maintenance process, ensuring comprehensive support for financial advisors and their clients. Generated from the website

Private Wealth Advisors Inc. is an independent wealth management firm based in Miami, FL, dedicated to providing tailored financial strategies for a diverse clientele, including investment professionals and individuals from various regions such as Latin America, Europe, and the U.S. Their mission centers on understanding each client's unique financial objectives and risk tolerance, enabling them to effectively manage investment opportunities and risks. The firm boasts a team of experienced professionals, including investment advisors, financial analysts, and client associates, all committed to delivering personalized attention and expert guidance. With a comprehensive suite of services ranging from portfolio management to life insurance products, they strive to empower clients in achieving their long-term financial goals with confidence. Generated from the website