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GLOBAL
WEALTH
MANAGEMENT

ABOUT US

Private Wealth Advisors is a distinguished independent wealth management firm dedicated to serving a diverse clientele of investment professionals and individuals worldwide. Our mission is to deliver tailored financial strategies that capitalize on market opportunities while carefully managing exposure to investment risks.

With a steadfast commitment to prioritizing our clients’ best interests, we strive to understand their unique liquidity needs, financial objectives, and risk tolerance. By combining personalized attention with a deep understanding of global markets, we aim to provide solutions that empower our clients to achieve their long-term financial goals with confidence.

OUR TEAM

Alex Astudillo

President

Alex is a graduate of the University of Miami in Economics and The American Graduate School of International Management (Thunderbird) with a masters of international business. He has worked in world leading institutions like Deutsche Bank, ABN-AMRO Bank and Merrill Lynch before becoming an Independent Financial Advisor. Fluent in Portuguese and Spanish, his client base is from Latin America, Europe and the US.

Ivette Martinez

Senior Client Associate (Operations)

Ivette Martinez joined our team as a Client Associate in 2019, bringing her expertise in client onboarding and operational efficiency. In her role, she is responsible for documentation support, account openings, wire transfers, handling checks, and various administrative duties. Ivette graduated from Miami Dade College and furthered her studies at Florida International University, where she honed her knowledge in finance and business. She has cultivated substantial experience in the finance sector since 2017, having worked for two years at BAC Florida Bank as a Loan Operations Specialist. Additionally, Ivette is fluent in both English and Spanish, which enhances her ability to connect with a diverse clientele.

Andres Astudillo

Investment Advisor Representative

Andres Alberto Astudillo joined our team in 2023 as a Client Associate, where he excels in optimizing operational processes and supporting team efficiency. He holds a Bachelor of Science degree with a minor in General Business from Florida State University in Tallahassee, Florida. In his role, Andres manages investments and trading for clients, leveraging his expertise to ensure optimal financial outcomes. He also conducts thorough investment research to support informed decision-making. Andres holds the FINRA Series 7 License, which underscores his proficiency in the field. In 2021, Andres completed an internship with Private Wealth Advisors, Inc., which sparked his enthusiasm for wealth management. He is fluent in both English and Spanish, enhancing his ability to communicate effectively with a diverse client base.

Maria Jose Miranda

Investment Analyst

Maria Jose Miranda graduated Summa Cum Laude from Saint Joseph’s University in Philadelphia, PA where she obtained a Bachelor’s Degree in Finance and Economics. In 2016, she started her career in the financial industry with a six-month internship at Merrill Lynch in Philadelphia, PA, in the Wealth Management area. Then, in 2017 she joined the team as an investment analyst. Maria Jose is responsible for analyzing and monitoring investment funds, in order to build portfolios according to the different market environments. She is also the coordinator of the monthly Investment Committee meetings.

OUR SERVICES

PORTFOLIO
MANAGEMENT

PORTFOLIO MANAGEMENT

With access to multiple institutional research platforms, our independent Financial Advisor can help you to define investment strategies tailored to your goals and then help you to make informed investment choices across every market and asset class.

ASSET & WEALTH PLANNING

ASSET AND WEALTH PLANNING

This service is designed to optimize financial well-being by strategically managing assets, liabilities, and wealth transfer. By focusing on cost reduction, debt planning, and the seamless transition of assets, clients receive a comprehensive approach to preserving and growing their wealth. Through careful planning, this service helps mitigate risks, enhance tax efficiency, and create a sustainable financial structure that aligns with long-term objectives.

RELATIONSHIP MANAGEMENT

We provide you with access to a robust network of experienced professionals, including lawyers, tax specialists, accountants, real estate agents, trust experts, and more. Our carefully curated network ensures that you have the right expertise at your disposal to address your financial, legal, and investment needs efficiently.

LENDING
SOLUTIONS

LENDING SOLUTIONS

With competitive interest rates and flexible borrowing terms, our lending programs have no required payment schedules or application fees.

CASH
MANAGEMENT

CASH MANAGEMENT

Access banking services such as check writing, a Visa debit card for purchases or ATM cash withdrawals, automated deposits and withdrawals as well as bill-pay, all through a single investment account.

LIFE INSURANCE
PRODUCTS

LIFE INSURANCE PRODUCTS

This service is designed to provide financial security and peace of mind by offering tailored life insurance solutions. By focusing on protecting loved ones, preserving wealth, and supporting long-term financial goals, clients receive comprehensive coverage that aligns with their unique needs. Through strategic planning, this service helps mitigate financial risks, ensure business continuity, and create a legacy for future generations. We offer a range of life insurance products, including term-life, whole-life, straight-life, and universal-life insurance. Our diverse product offerings ensure personalized solutions that adapt to your evolving financial needs and goals.