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?

Our Investment Planning Services are designed to help you determine how best to invest your portfolio based on your financial goals and objectives.

A complementary stress-test of your current Mutual Funds portfolio and investments as well as a Morningstar.com X-Ray Interpreter report of your current allocation will be provided to you at no cost.

Based on your risk tolerance and objectives we could either choose from one of our 30 plus money managers or construct a globally diversified asset allocation 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 largest and well recognized financial institutions. This vast array of investments is consolidated in a single, convenient online account interface. Your circumstances and 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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Address: HEVIA WEALTH MANAGEMENT
1275 West 47th Place
Suite 314
Hialeah, FL 33012
Phone: +1 (305) 556-4000
Fax: +1 (305) 647-2913
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), a 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 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 agency.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Benny Hevia and our editorial staff. 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. The presence of this web site 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) Benny Hevia is registered or where otherwise legally permitted.

 
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