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Virgil Nathaniel Sweet

Advisor at Impact Partnership Wealth, LLC — Doral, FL

Updated today

Credentials

Series 65

Experience

2 years

Location

Doral, FL

Impact Partnership Wealth, LLC logo

Impact Partnership Wealth, LLC

Multi-team

Total advisors

91

Across 63 offices

Clients per advisor

88 High

Avg AUM per client

$368,526 Low

HNW client ratio

6% Low

About

Virgil Sweet is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Impact Partnership Wealth, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors, LLC. Impact Partnership Wealth, LLC provides advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion in assets. The firm offers a variety of portfolio solutions and retirement plan services, utilizing both firm-managed and advisor-managed strategies supported by a broad network of affiliated entities and service providers.

Client services

Based on Impact Partnership Wealth, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Impact Partnership Wealth, LLC

Tax-loss harvesting Options & derivatives strategies Private / alternative investments

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Fee options

Fixed

Fixed fees for financial planning and consulting services; specific amounts set by IAR and specified in agreements; fees not to exceed $1,200 if paid six or more months in advance

Project-based

Hourly fees for financial planning and consulting services; specific rates set by IAR within a prescribed range, not explicitly stated in brochure

Location

See office

Doral, FL

Doral FL

Advisors at this office

1

Most active in

Florida

Work history

2 years of industry experience

Impact Partnership Wealth, LLC

2026 - Present • 1 year

Marietta, GA

Sweet Wealth Advisors

2026 - Present • 1 year

Doral, FL

Ativos AI LLC

2026 - Present • 1 year

Doral, FL

Trinity Wealth Securities, LLC

2024 - 2026 • 2 years

Miami, FL

Florida Financial Advisors, LLC

2023 - 2026 • 3 years

Miami, FL

Florida Financial Insurance

2023 - 2026 • 3 years

Miami, FL

Smallbyzloans

2022 - 2023 • 1 year

Miami, FL

Equity Box

2022 - 2023 • 1 year

Miami, FL

Strawberry Moon

2022 - 2022 • 1 year

Miami, FL

Kiki On the River

2021 - 2022 • 1 year

Miami, FL

Seaspice

2021 - 2022 • 1 year

Miami, FL

PMI Premium Services

2020 - 2022 • 2 years

Miami, FL

Florida State

2017 - 2021 • 4 years

Tallahassee, FL

Bajas Nightclub

2017 - 2020 • 3 years

Tallahassee, FL

Ronald Reagan Senior High

2015 - 2017 • 2 years

Miami, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Daniel M

CFP®, Series 65

Coral Gables, FL

Blackpoint Capital Partners

Daniel Mesa is a Co-Founder & Partner at BlackPoint Capital Partners, where he leads clients through comprehensive financial planning, investment management, and retirement strategy development. He works with individuals and businesses around the world, offering tailored solutions to meet both domestic and international financial goals. Daniel specializes in Cross-Border Financial Planning, helping clients manage the complexities of investing and building wealth across multiple countries. His guidance ensures clients remain financially secure and strategically positioned, wherever life takes them. As a CERTIFIED FINANCIAL PLANNER® professional, Daniel acts as a fiduciary and adheres to the profession’s highest ethical standards. His deep knowledge of global financial systems makes him a trusted advisor for international investors, expatriates, and global enterprises. Daniel earned his Bachelor of Arts in Chinese and Government from Hamilton College and holds a Certificate in Financial Planning from NYU. Known for his client-first approach, he is committed to helping clients build lasting financial security and independence. BlackPoint Capital Partners LLC, through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833.

Wealth management General retirement planning Gifting strategies Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Scientific Professional Oil & Gas Biotech Professional Expats Approaching retirement Established Professionals
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Steven E

Coral Gables, FL

Eber Capital Management

Steven Eber is the sole advisor at Eber Capital Management in Coral Gables, FL, with 21 years of industry experience and over 45 years at his firm. He has focused on independent, fee-based advisory services throughout his career. Eber Capital Management provides discretionary portfolio management primarily for individuals, IRAs, trusts, family estate-planning accounts, and pension and profit-sharing plans. The firm emphasizes a buy-and-hold equity strategy centered on larger companies with strong financials and multi-year growth prospects, managing client accounts with full discretion subject to client-directed restrictions.

Active portfolio management
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Michael L

Series 63, Series 65

Coral Gables, FL

Ladin Financial Group, Inc.

Michael Ladin is the principal of Ladin Financial Group, Inc., an independent advisory firm based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory work, he owns and operates Ladin Consulting Group, Inc., which involves insurance sales, and American Outback Expeditions, a vacation rental business. Ladin Financial Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory approach with globally diversified portfolios and often delegates security selection and trading to outside managers while retaining oversight and model selection responsibilities.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.)
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Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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Thiago S

Series 65

Miami, FL

Maway LLC

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Real estate investing
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Ernesto M

Series 65

Coral Gables, FL

MULTUS Asset Management

Ernesto Moreno is a financial advisor at MULTUS Asset Management with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Avila Pay SL and First Capital & Supplies. Moreno is also a stakeholder in MULTUS Consulting C.A., a financial and economics consulting firm based in Venezuela. MULTUS Asset Management provides discretionary investment advisory services primarily to high-net-worth individuals and private companies, including foreign clients. The firm combines macroeconomic analysis with fundamental security selection, offering tailored portfolios across various asset classes and servicing employee benefit plans as a fiduciary.

Active portfolio management Concentrated stock management Options & derivatives strategies
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