DNA Wealth Concierge was born from the concept of providing accurate information on a range of financial services to international clients. This idea was driven by the frustration of witnessing traditional banks lose their ability to perform due to internal and regulatory conflicts, and financial advisers offering expensive packaged solutions, neither being appropriate for the end consumer in a world governed by regulation, price transparency and the necessity to report.
ACCURATE AND RELEVANT INFORMATION
Our company goal is to empower our client through the delivery of concise and accurate information, thus allowing customers to make informed decisions on all aspects of financial matters without undue costs.
EXPERIENCE IN TAX AND WEALTH MANAGEMENT
We are not a bank, stockbroker or traditional financial adviser. We are an independently owned provider of information on a range of financial services. We offer an alternative to the traditional ways of getting financial advice.
STRATEGIC PARTNERS - EXPERTS IN THEIR OWN COUNTRIES
We believe the use of strategic partners combined with price transparency distinguishes us from other in country advisers and assists us in clearly meeting our clients objectives.
INSIGHT, CLARITY, TRANSPARENCY AND INTEGRITY ARE EMBEDDED IN OUR DNA
Company Details
- Employees
- 2
- Founded
- -
- Address
- Praceta Outeiro Da Vela 135, Piso 2,portugal
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- dnawealthconcierge.com
- HQ
- Cascais, Lisbon
Dna Wealth Concierge Lda Questions
Dna Wealth Concierge Lda's website is dnawealthconcierge.com
Dna Wealth Concierge Lda's LinkedIn profile is https://pt.linkedin.com/company/dna-wealth-concierge-lda
Dna Wealth Concierge Lda has
2 employees.
View email and phone details for 2
employees at Dna Wealth Concierge Lda.
Dna Wealth Concierge Lda's industry is
Financial Services
Dna Wealth Concierge Lda's top competitors are
The Lopes Photography,
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Scout Concierge,
Concierge Etc.,
Mr. Concierge - Alentejo, Portugal,
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The City Concierge,
Know Concierge Services.
Dna Wealth Concierge Lda's categories are Financial Services
Dna Wealth Concierge Lda's founding year is 2016
