man, woman and child holding hands on seashore

For your life.

At WSA, we believe that every moment of life should be cherished. With 13 years of experience, we are dedicated to providing personalized service that transforms the management of your wealth and your family's needs into a simple and uncomplicated experience. Here, we take care of you and what matters most in your life.

child and parent hands photography
child and parent hands photography

130+

14

Years of experience

Clients served

A woman is standing at the front desk of a restaurant
A woman is standing at the front desk of a restaurant
man and woman sitting on table
man and woman sitting on table
Concierge Services

In such a fast-paced world, Wert's Concierge service is perfect for those seeking more convenience and efficiency in their daily lives. We're here to take care of the details, allowing you to spend more time with your family and focus on your priorities.

Our services include:

  • Travel Planning: We tailor trips and take care of every detail, ensuring you have a memorable experience.

  • Events and Celebrations: From small family gatherings to large celebrations, our team is ready to ensure everything goes smoothly.

  • Household Services: We manage day-to-day needs like cleaning, gardening, and maintenance so that you can live a lighter and more peaceful life.

Multi Family Office

Our Family Office service is designed for families who want efficient management of their assets and investments. We act as your trusted advisors, taking care of all financial and estate matters, so you can focus on what truly matters.

What we offer:

  • Financial Planning: We develop personalized strategies for growing and preserving your wealth.

  • Investment Management: We analyze and allocate your assets, seeking the best opportunities in the market.

  • Legal Advisory: We provide support in structuring legal and tax matters, ensuring security and efficiency.

Personalized Wealth Management
Your Time is Precious
man looking up near stairs

Tailored Solutions for Your Family

Each family is unique, and at WSA, we understand that needs vary. That’s why our solutions are adaptable, always considering your reality and lifestyle. Whether you’re an entrepreneur, a self-employed professional, or a growing family, we offer support to help you balance your responsibilities and enjoy meaningful moments with those you love.

If you’re looking for an approach that combines professionalism and care, get in touch with us. We’re ready to provide the best solutions for your life and your family. At Wert Soluções, your well-being and future are our priority.