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Wealth Creation, Guided by Risk Management

OUR FIRM

Ballestas Group is an independent wealth management firm serving investment clients in United States, Spain, Mexico and Colombia. Our goal is to take advantage of market opportunities while managing our clients' exposure to investment risk. In addition, we take care of managing the liquidity needs and meeting the financial objectives of our clients.

Our Firm
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Investment Management

We protect your capital by generating attractive returns and managing your risk.

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Asset and Wealth Planning

We reduce your costs, plan your debts, manage your donations and the transfer of assets.

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Relationship Management

We offer you a network of professionals that includes lawyers, tax experts, accountants, real estate agents, trustors and more.

CONTACT US

Address

1441 Brickell Ave.

Suite 1700

Miami, FL 33131

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Email

info@ballestasgroup.com

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Tel

(786) 693 7841

 

CONTACT
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Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Ballestas Group, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.

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Ballestas Group © 2023. All Rights Reserved.

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