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We provide Family-Office-like solutions in an ever-changing world.

Sankus Wealth Solutions is a boutique wealth management firm dedicated to providing comprehensive and personalized wealth management solutions. We understand that managing wealth is about more than just financial returns, and we take a holistic approach to addressing the unique financial, legal, and personal needs of each of our clients​

 

 

Our team is made up of experienced professionals, including financial advisors and partnerships with attorneys, accountants, and other specialists who work together to provide a wide range of services. We pride ourselves in building long-term relationships with our clients and their families and understand that trust and confidentiality are the foundation of a successful partnership. 

Our Leadership Team

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Javier Loreto

Managing Partner & CIO

George Washington University – DC
NYU Stern School of Business – New York

Series 7, Series 66, 0214 Life Annuity

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Miguel García

Insurance & Estate Planning Specialist

Oxford Brooks University – United Kingdom

IE, Bocconi, The Power MBA

Series 65, 0215 Health & Life

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Carlos Klemprer

Managing Partner & CCO

UNIMET – Caracas, Venezuela

IESA - Venezuela, HEC Paris – France

Series 7, Series 66

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Rafael Cordero

International Insurance Advisor

UCAB – Caracas, Venezuela

IESA – Caracas, Venezuela

0215 Health & Life

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