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 (1) as well as your personal Morningstar Report (2) Portfolio Pilot Report (3) and the Stock Interceptor. (4).

Based on your risk tolerance, the results of the Color of Money Report (5) and your objectives we will provide you with our Commentary (6) and suggestions to construct a holistic, globally diversified asset allocation portfolio based on your personal needs and goals. Every asset class and equity style is either professionally managed in separate accounts or in ETF’s from some of the most recognized financial institutions. Your circumstances and your portfolio will be consistently monitored. We manage your money so you can enjoy your life.

Welcome to the next generation of investment solutions.

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Investment Management
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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.

 
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