Sankus Wealth Solutions was established to bring innovation and value to an industry known for high charges and inefficiency.
We have implemented leanness, transparency, and flexibility as the foundation of our approach — and through our partnerships with industry leaders, we deliver a wealth management suite that caters to the specific needs of demanding clients.
Our role is to bring clarity and alignment to complex financial lives — with discretion, discipline, and personal attention.
Bespoke wealth solutions for high-net-worth individuals, families, and institutions.
Investment Management
Diversified, risk-aware strategies tailored to each client's goals, time horizon, and tax considerations.
Our leadership team brings deep institutional experience and a commitment to delivering exceptional, personalized service.
Carlos Klemprer
Managing Partner & CCO
Carlos brings deep expertise in financial services with academic training from UNIMET, IESA, and HEC Paris.
Miguel García
Insurance & Estate Planning
Miguel provides expert guidance on risk mitigation and insurance-based wealth protection strategies. Oxford Brookes, IE, Bocconi trained.
Javier Loreto
External Asset & Portfolio Manager
Javier is a key member of the Divergent Capital investment team and serves as Sankus' external asset and portfolio manager. GWU, NYU Stern. Series 7, Series 66, 0214.
Portfolios built to compound returns across public and private markets — aligned to your unique objectives.
A Portfolio Built Around Your Life
We don't believe in model portfolios applied to every client. Each allocation is designed from the ground up — reflecting your liquidity needs, tax situation, generational goals, and tolerance for complexity.
Our investment committee draws on deep experience across asset classes to construct portfolios that are diversified by strategy, geography, and time horizon.
Risk-Aware
Every position evaluated for its contribution to overall portfolio risk.
Quantitative
AI and big data analytics to identify opportunities and manage risk.
Goal-Aligned
Anchored to specific outcomes — preserving capital, generating income, or building wealth.
Tax-Integrated
Tax implications considered at every stage of portfolio construction.
We serve as the central point of coordination for your financial life — integrating investment management, tax strategy, estate planning, and risk management.
Beyond the Balance Sheet
True financial planning goes beyond investments. We examine the full picture — income, expenses, liabilities, insurance, estate documents, tax exposure, and family dynamics — to build a plan that evolves with your life.
Deep expertise coordinating complex estate planning and multi-generational wealth transfers.
Insurance & Legacy
Advanced insurance strategies — life insurance, PPLI, premium financing, and estate tax liability coverage.
Banking & Lending
Leveraging institutional relationships for competitive rates on mortgages and securities-based lending.
Cash Flow Analysis
Detailed modeling of income, expenses, and liquidity needs across your financial life.
Retirement Planning
Scenario-based projections accounting for market variability, inflation, and legacy objectives.
Sankus Wealth Solutions
The Circle of Trust
Stewardship · Transparency · Innovation
At Sankus, trust is the foundation of every relationship. We believe that true wealth management requires radical transparency, unwavering stewardship, and a constant drive to innovate on behalf of our clients.
We don't sell products. We build relationships. Every recommendation we make is aligned with your best interests — because we've structured our firm to eliminate the conflicts that plague our industry.
Our Circle of Trust is more than a philosophy — it's a commitment to treating your wealth with the same care and diligence as our own.
Independent Guidance, Disciplined Strategy
As an independent firm, we are free to recommend the best solutions for our clients without the influence of proprietary products, sales quotas, or institutional mandates. This independence is the cornerstone of our advisory approach.
Sankus Wealth Solutions is led by a team of experienced professionals committed to delivering exceptional service and building lasting client relationships.
Leadership
The People Behind Sankus
Our team combines deep institutional experience with entrepreneurial agility to deliver personalized wealth solutions.
Carlos Klemprer
Managing Partner & CCO
Carlos brings deep expertise in financial services. UNIMET, IESA, HEC Paris. Series 7, Series 66.
Miguel García
Insurance & Estate Planning
Expert guidance on risk mitigation and insurance-based wealth protection. Oxford Brookes, IE, Bocconi. Series 65, 0215.
Javier Loreto
External Asset & Portfolio Manager
Javier is a key member of the Divergent Capital investment team and serves as Sankus' external asset and portfolio manager. GWU, NYU Stern. Series 7, Series 66, 0214.
Sankus Wealth Solutions
Our Investment Partner
Sankus Wealth Solutions partners with Divergent Capital Asset Management to deliver institutional-quality investment management for our clients.
Rather than building an in-house asset management team, we made the strategic decision to engage Divergent Capital as our dedicated investment partner. This approach allows us to focus on what we do best — understanding our clients' needs — while entrusting portfolio management to a team with deep institutional expertise.
By separating wealth advisory from asset management, we eliminate the conflicts of interest that arise when firms manage their own investment products.
How It Works
Sankus serves as your primary relationship — we understand your goals, risk tolerance, and tax situation. Divergent handles the day-to-day portfolio management, research, and execution while Sankus maintains oversight and ensures alignment with your wealth plan.
Private Market Access
Curated opportunities in private credit, private equity, and venture capital.
Data-Driven Public Markets
AI and big data analytics for institutional-precision risk management.
Conflict-Free Advice
No proprietary products — recommendations always aligned with your interests.
Institutional Infrastructure
Full operational support including legal structuring, compliance, and monitoring.
Sankus Wealth Solutions
Insights & Perspectives
Timely commentary and thought leadership from our team.
Insights coming soon. We're preparing thoughtful commentary on markets, tax strategy, estate planning, and wealth management topics that matter to our clients.
In the course of your interaction with our website, we may collect various types of Personal Data, including but not limited to: first name, last name, phone number, email address, Cookies, and Usage Data.
How We Process Your Data
To safeguard your data, we employ security measures to prevent unauthorized access, disclosure, or alteration.
Your Rights
Depending on your jurisdiction, you may have the following rights: right to access, right to correction, right to deletion, and right to opt-out of tracking.
Contact
Sankus Wealth Solutions Attention: Privacy Official Miami, Florida
Sankus Wealth Solutions
Disclosures
Sankus Wealth Solutions is a registered investment advisor. Registration does not imply a certain level of skill or training.
This website is for informational purposes only and none of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. Nothing herein should be interpreted to state or imply that past results are an indication of future returns. All investments involve risk and, unless otherwise stated, are not guaranteed.
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