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Veltra Capital
Veltra Capital is a boutique Wealth Management firm based in New York, NY, specializing in generating attractive investment returns and providing financial planning services. With a focus on diversification, risk-adjusted returns, and tactical portfolio shifts, they offer highly personalized asset management plans, estate planning alternatives, tax planning strategies, and access to alternative investments. Committed to trust, transparency, and exceptional client service, Veltra Capital aims to help clients achieve their financial goals and maximize the potential of their assets. With a team led by Maria Carolina Travieso, who brings extensive experience in investment advisory and financial analysis, Veltra Capital offers professional services and expertise in estate planning, generational wealth transfer, fiduciary management, and institutional accounts. They also assist clients in accessing private equity and hedge funds, planning for private real estate investments, and incorporating environmental, social, and corporate governance (ESG) investing. Recognizing the importance of tax considerations, Veltra Capital helps clients understand and minimize potential tax exposures, including those specific to foreign high-net-worth individuals investing in the US.Generated from the website
