We are a highly experienced team of wealth management professionals with an extensive background in financial planning, investment management and consulting for high-net-worth individuals and institutions. We align with our client’s best interests in all that we do and provide objective, independent advice and management of client resources using state of the art technology and industry leading research. IMPORTANT DISCLOSURE: Advisory Services offered through Invenio Wealth Partners, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.