Zink Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations, offering discretionary portfolio management, asset allocation, financial consulting, and educational seminars/workshops. The firm operates with three advisors and manages assets for a small client base, and it offers model portfolios that span lower, moderate, and higher volatility objectives.
The firm delivers tailored discretionary and non‑discretionary management using model portfolios and a mix of analytical approaches — including technical, fundamental, cyclical analysis, and modern portfolio theory — and invests across a broad set of instruments such as equities, fixed income, alternatives, derivatives, private placements and REITs. Cash management uses the custodian’s money‑market sweep and the brochure notes that tax efficiency is not a primary objective unless separately agreed in writing.
Several operational features distinguish the firm from many peers: it is affiliated with an insurance agency and discloses that adviser‑personnel may be licensed to sell insurance and have registered‑representative backgrounds, which can generate separate commission and 12b‑1 compensation in addition to advisory fees. The adviser also signals an international orientation through senior personnel with Latin America and cross‑border private‑banking experience, offers complimentary educational seminars, and markets a high fixed‑fee consulting program ($50,000–$200,000) alongside its small, HNW client roster.
Client services
Expertise
Fee options
Financial consulting fixed fees range from $50,000 to $200,000 depending on scope and complexity
0.25% - 2.00% annually (varies by asset size, complexity, and services provided; negotiable)
Insurance agents affiliated with firm earn separate commission-based compensation for insurance product sales
Account minimum: No stated minimum; firm may terminate accounts deemed too small to manage effectively Fee-only: Portfolio management fees charged as percentage of AUM; financial consulting charged as fixed fees; no commissions on advisory fees
Main office
2937 SW 27th Ave, Suite 303
Miami FL 33133
Advisors at this office
3
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jose Ignacio G
Series 65
Miami, FL
Zink Wealth Solutions LLC
Jose Ignacio Garcia Fernandez is a financial advisor at Zink Wealth Solutions LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Charles Monat Associates, LLC, Vic Wealth Consultants, LLC, and Compagnie Bancaire Helvetic. Outside of his advisory role, he serves as a director for Viaggio WW, LLC, a software development company, and Garnandez SL, an investment-related entity based in Madrid. Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations. The firm offers discretionary portfolio management and financial consulting through model portfolios that incorporate various analytical approaches and invest across multiple asset classes.
Miguel C
Series 66
Miami, FL
Zink Wealth Solutions LLC
Miguel Cebolla Tomas is a financial advisor at Zink Wealth Solutions LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA Wealth Solutions. Outside of advisory work, he serves as president of a homeowners association nonprofit and holds senior advisory roles in water treatment and food safety businesses. Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations. The firm offers discretionary portfolio management and financial consulting using model portfolios that incorporate technical, fundamental, cyclical analysis, and modern portfolio theory across a broad range of investment instruments.
Cristina E
Series 66
Miami, FL
Zink Wealth Solutions LLC
Cristina Extremera Abril is a financial advisor at Zink Wealth Solutions LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including BBVA Wealth Solutions Inc. and Insigneo Securities, LLC. Outside of her advisory role, she serves as Secretary on the board of a local building association. Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations. The firm offers discretionary portfolio management and financial consulting using a range of analytical approaches and invests across various asset classes, serving a small client base with tailored portfolio solutions.
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