Wealth Management Solutions

Global Wealth Management

Batista and Moreno Advisors offers innovative strategies to preserve and grow wealth as well as provide liquidity and administer complex estates.

Worldwide Access to Markets

Batista and Moreno Advisors can provide multicurrency execution capabilities through the securities exchanges in over 65 countries around the globe.

Cash Management Solutions

Check-writing, automated bill payment, debit-credit-ATM card and access to low cost credit through a single account.

Business Strategies

Many business owners count their company as their largest investment. Batista and Moreno Advisors can work with you to help you maintain and grow your business, by helping to manage the assets as well as developing an effective succession plan when exiting your business.

Protecting Your Goals

Taxes, inflation, market volatility and unexpected events: how can you manage these risks? Batista and Moreno Advisors can suggest strategies to help you protect and preserve your assets based on an understanding of your lifestyle and goals.

Funding Education

With education costs rising at a staggering rate, funding your child’s or grandchild’s education may be more challenging than ever. Batista and Moreno Advisors can help you create a savings and investment plan to meet your education funding goals.

Specialized Strategies

Certain life events like marriage, children with needs, retirement require specific planning. Batista and Moreno Advisors can help provide for your individual circumstances.

Preserving and Transferring Wealth

Are you concerned about preserving the wealth you’ve accumulated—for yourself and your heirs? Batista and Moreno Advisors can offer estate planning strategies to help you ensure that your wealth is preserved and passed on.

Strategies for Retirement 

How can you secure the retirement you envision? Batista and Moreno Advisors will work with you to develop a comprehensive retirement strategy.

Philanthropy

There are countless personal and financial reasons for giving to the causes you believe in. Batista and Moreno Advisors, along with other specialists, can help individuals, foundations (family and corporate) and nonprofit organizations develop the most advantageous strategies for charitable giving.

 

 

The representatives at Batista and Moreno Advisors are not tax professionals and do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

BNY Research and Commentary

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