Sancus Wealth Management LLC

Carlos Klemprer is a financial advisor at Sancus Wealth Management LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Avanza Capital Markets, Inc. from 2014 to 2021. Outside of his advisory role, he serves as managing member of several family investment holding companies and acts as registered agent for a family-owned offshore business that promotes reading events and sells books. Sancus Wealth Management LLC provides investment advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, quantitative, and technical analysis and implements diverse strategies across multiple asset classes, reviewing accounts at least quarterly.

Miguel Garcia Cardona is a financial advisor at Sancus Wealth Management LLC in Miami, FL, with eight years of industry experience. He holds a Series 65 designation and has worked at Clout Capital Advisors LLC and Scuadra Life LLC, as well as BAKER PERKINS prior to his current role. Sancus Wealth Management is a state-registered investment adviser serving individuals, high-net-worth clients, families, retirement accounts, and trusts with services including portfolio management, financial and retirement planning, family office support, and international wealth planning coordination. The firm’s investment approach integrates fundamental and macroeconomic analysis with asset allocation and investment-manager due diligence, employing strategies such as long-term holdings, tactical asset allocation, fixed income, alternatives, private market investments, and real estate-related assets.