Benny Hevia Wealth Management  
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Investment Management

Only when the tide goes out do you discover who’s been swimming naked - Warren Buffett -

Have you ever made a wrong investment decision? Often investors lose sight of their financial destination and lose their course. How are you positioned for the next time when the market has a turbulent quarter or year? What are you doing to protect yourself against market volatility?

We will perform a stress-test of your current portfolio and provide you with your complementary Asset Map as well as your personal Morningstar Report , Portfolio Pilot Report and the Stock Interceptor .

Based on your risk tolerance, the results of the Color of Money Report and your objectives Benny will provide you with his Commentary and suggestions to construct a holistic, globally diversified asset allocation portfolio based on your personal needs and goals. Every asset class and equity style are either professionally managed in separate accounts or in ETF’s from some of the most recognized financial institutions.

Welcome to the next generation of investment solutions.

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Address: HEVIA WEALTH MANAGEMENT
5817 Riva Ridge Dr.
Wesley Chapel, Fl 33544
Phone: +1 (813) 461-4123
Phone: +1 (305) 556-4000
Fax: +1 (888) 317-7314
E-mail: benny@heviawealthmanagement.com
   
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Benny Hevia offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Hevia Wealth Management is not a registered investment advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Benny Hevia, independent agent. Benny Hevia, Hevia Wealth Management and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agencies.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Bernardo Hevia, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

 
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