Fendz Asset Management – Elevating Wealth, Enriching Lifestyles
Fendz Asset Management is an independent Registered Investment Advisory Firm and Insurance Agency serving the metropolitan cities of Miami and Chicago. We specialize in wealth management, insurance solutions, and business exit planning, providing personalized financial strategies that empower individuals and businesses to grow, protect, and optimize their assets.
Comprehensive Financial Solutions
We serve a diverse clientele, including individuals, financial institutions, corporations, trusts, and charitable organizations. Our expertise spans domestic and international financial markets, supported by a network of elite professionals—including attorneys, CPAs, bankers, M&A advisors, and pension experts—ensuring every financial aspect is expertly managed.
Strategic Wealth Management & Exit Planning
Investment Advisory: We tailor portfolios based on risk tolerance, research-driven insights, and long-term growth strategies to preserve wealth and secure financial independence.
Retirement Planning: Ensuring financial confidence in retirement so you can sustain your lifestyle with peace of mind.
Business Exit & M&A Services: From negotiations to reinvestment, we guide business owners through seamless transitions and wealth preservation post-sale.
Estate & Philanthropic Planning: Our team works alongside top-tier attorneys to structure and safeguard your assets, ensuring your legacy is protected and optimized for future generations.
At Fendz, financial planning isn’t just about numbers—it’s about creating a life of freedom, security, and opportunity. Whether you’re growing a business, planning for retirement, or securing generational wealth, we provide the expertise and personalized strategies to help you thrive.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 232 Andalusia Ave,
- Phone
- +1 305 562 1944
- co****@****usa.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fendzusa.com
- Keywords
- Business Consulting, Insurance Strategies, Annuities, 401K, Estate Planning, Income, health insurance, life insurance, long term care, wealth management, tax loss harvesting, investment management, annuity, Business owners, cash flow.
- HQ
- Coral Gables, Florida
Fendz Asset Management, Inc. Questions
Fendz Asset Management, Inc.'s helpline number is +1 305 562 1944
Fendz Asset Management, Inc.'s website is fendzusa.com
Fendz Asset Management, Inc.'s LinkedIn profile is https://www.linkedin.com/company/fendz-asset-management
Fendz Asset Management, Inc. has
2 employees.
View email and phone details for 2
employees at Fendz Asset Management, Inc..
Fendz Asset Management, Inc.'s industry is
Financial Services
Fendz Asset Management, Inc.'s top competitors are
Raymond James,
Emerald Asset Management, Inc.,
Numb3rs Payments,
Encore Finance,
Acumen Advisory Services, Llc,
Qwerty.cards,
Sky Blue Esop Fiduciary Services,
Infinite Exchange,
Spot Prize,
Itaú Private Bank.
Fendz Asset Management, Inc.'s support email address is contact@fendzusa.com
Fendz Asset Management, Inc.'s categories are Financial Services
Fendz Asset Management, Inc.'s founding year is 2006
