Welcome to Moneda & Insurance Wealth Protector
An independent, privately-held wealth protector firm providing comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the continent.
What we do
Our highly qualified experts will complete any task effectible and reliably.
Financial Planning
Providing different solutions and options to different stages in the financial life of every client.
Private Wealth Management
Advisory that incorporates financial planning, portfolio management, and other aggregated financial services for individuals and companies.
Knowledge and experience
The process of management and analysis by economists and financial marketers, determining what investments to make, or avoid, that will grow a client's portfolio.
Individual protection solutions
Financial planning to construct solutions in case of unforeseen threats.
Where we are
Our headquarters offices are located in Miami, Florida.
With associated offices in Chile, Peru, Ecuador, Bolivia, and Central America.