Grove WM

About us

A BIT OF HISTORY

IN 1883

The four largest economies in the world (in terms of GDP) were China, India, the United States, and Great Britain, according to RankingCharts.

IN 1890

The United States emerged as the world’s leading economy, a position it has maintained to the present day.

IN 1927

Argentina and Brazil consistently appeared on the list of the worlds 15 largest economies.

IN 1939

Germany became the second global power. However, after the Second World War, it lost this position, which was eventually taken by the Soviet Union in 1945 and later by Japan in 1978.

CURRENT

In 2023, the major economic powers on a global level are the United States, Russia, China, Germany, the United Kingdom, France, Japan, and Israel. The United States continues to lead due to the size of its workforce and the productivity thereof, thanks to a higher fertility rate and a more open immigration system, which are key factors for long-term economic strength. Meanwhile, Israel has emerged as one of the most resilient and technologically advanced market economies in the world. Its skilled workforce and concentration of venture capital enable the country to be a leader in innovative industries such as high technology, clean technologies, and life sciences.

This fascinating and complex process, where entire nations become wealthier or poorer, has direct repercussions on their populations, who also experience these economic cycles. However, even within these cycles and nations, there are always individuals who manage to navigate these challenges and build their wealth and financial well-being.

Grove’s purpose is to assist our clients in navigating the turbulent waters of the economy and markets to achieve their long-term financial and wealth objectives.


Our history

We are professionals with a proven and successful track record. Our reputation and financial stability enable us to guarantee the maximization of financial resources for individuals and businesses.

In our home country, Venezuela, we experienced several economic cycles and witnessed political changes, some of which resulted in success, while others ended in failure. Our professional training and education provided us with the ability to analyze and understand these political and economic processes. Our international studies and experiences have given us an expanded and comparative perspective of various international markets.

Now, from Miami, we offer our clients all that experience and accumulated knowledge.

  OUR METHODOLOGY

Building a strong financial legacy and achieving financial objectives is a careful, time-bound process. Impulsively taking risks or improvising due to specific circumstances or opportunities may yield positive results at times, but they are usually short-lived. Even worse, a random process of sudden increases and decreases in financial resources may not provide any valuable lessons and can lead to significant financial losses.

Our methodology involves understanding our clients’ stage in the production cycle, their financial objectives, needs, and risk tolerance. Based on the profile we create together with our clients; we design financial products that best suit their needs to embark on and accompany them on the wonderful journey to financial success. We pay close attention to details and closely monitor market developments.

CONTACT
GROVE WEALTH MANAGEMENT

Antonio Noriega / VP marketing

Antonio coordinates the marketing and customer appreciation strategy at Grove.

He has extensive experience of more than 35 years of business management in planning and development in different lines of business in the Chemical and Petrochemical, Pharmaceutical, Food and Consulting industries, among others; in Venezuela and the Americas.

Antonio is a Chemist graduated from Kansas State University (United States), with courses in trading techniques and insurance products. He has specialized in the Circle of Wealth (Money Trax) personal finance platform.
He is licensed by Life & Annuities from the State of Florida.

Ignacio Sthory / Marketing VP for Latin America

Ignacio has a long experience in business development and structuring. He contributes to Grove with business development and alliances in Latin America.

Ignacio has been a business owner and entrepreneur in the dental, construction and financial services sectors. He has been a partner and sales director at Construcciones Servipro 531 C.A (Venezuela); Business Advisor at Winexco Securities (Panama) and Managing Partner of Redgrape Capital Fund (Panama).

He has a diploma in Trading and Investment from the Escuela Tecnología Financiera (Venezuela), completed a master’s degree from the Universidad Central (Venezuela) and a dental degree from the Universidad Santa María (Venezuela).

Alejandro Perez / Financial Advisor

Alejandro coordinates at Grove the follow-up, financial management of clients and prospects; having a focus on retirement.

Alejandro has a career of more than 15 years in journalism and financial análisis. He is editor of the financial blog planinvestsave.com. He is an economic commentator on América TV (United States). He has been an analyst and commentator on Telemundo (United States) and ESPN Deportes (United States).

He has a Master’s Degree in Journalism from Florida International University (United States); and Bachelor of Science and Pharmacy (Cuba). She also has different courses and executive certificates in Finance and financial planning.

He holds the Series 65 as Investment Advisor in the United States and a Life & Annuities license in the State of Florida. He is the author of the soccer book “Beyond 90 minutes.” He has contributed articles and interviews on personal finance related topics on social media and on social media. 

Edgar Nava / President and partner

Edgar has a long history of more than 30 years in the management of Banks and Investment Firms. Bringing to Grove extensive experience in investment strategies and portfolio management.

He has been Managing Partner of Winexco Securities (Panama); Director of the State Trust Bank (Saint Lucia); Partner-President of Única Corretaje de Valores (Venezuela); Partner and Executive Director of Grupo Activalores (Venezuela); President of Prosperar Entidad de Ahorro y Préstamo; Executive President of Activalores Mutual Fund and VP of Financial Institutions for Citibank Venezuela.

He holds Series 65 as Investment Advisor in the United States and Securities Broker in Venezuela. Edgar has a degree in Physics from the Simón Bolívar University (Venezuela), an MBA from ESCP Europe (France) and an Executive Diploma in Artificial Intelligence from the Emeritus Institute of Management (Singapore).

Antonio Noriega / VP de Mercadeo

Antonio coordina en Grove la estrategia de mercadeo y captación de nuevos clientes.

Posee una amplia experiencia de más de 35 años de gerencia empresarial en planificación y desarrollo en diferentes líneas de negocios en la industria Química y Petroquímica, Farmacéutica, Alimenticia y de Consultoría entre otras; en Venezuela y las Américas.

Antonio es Químico graduado en Kansas State University (Estados Unidos), con cursos en técnicas de trading y productos de seguro. Se ha especializado en la plataforma de finanzas personales Circle of Wealth (Money Trax).

Posee licencia de Life & Annuities del Estado de la Florida.

Ignacio Sthory / VP de Mercadeo para Latinoamérica

Ignacio ha sido dueño de negocios y emprendedor en el sector de la odontología, construcción y servicios financieros.

Ha sido socio y director de ventas en Construcciones Servipro 531 C.A (Venezuela); asesor de negocios en Winexco Securities (Panamá) y Socio-Director de Redgrape Capital Fund (Panamá).

Posee un diplomado en Trading e Inversión en la Escuela Tecnología Financiera (Venezuela), completó estudios de maestría en la Universidad Central (Venezuela) y título de odontólogo en la Universidad Santa María (Venezuela).

Alejandro Perez / Asesor Financiero

Alejandro coordina en Grove el seguimiento y gestión financieras de clientes y prospectos, teniendo un enfoque en los productos de retiro.

Alejandro cuenta con una carrera de más de 15 años en periodismo y análisis financiero. Es editor del blog financiero planinvestsave.com y comentador económico en América TV (Estados Unidos).

Ha sido analista y comentador en Telemundo (Estados Unidos) y ESPN deportes (Estados Unidos) .

Cuenta  con una Maestría en Periodismo de Florida International
University (Estados Unidos)  y Licenciatura en Ciencias y Farmacia
(Cuba). Además cuenta con diferentes cursos y certificados ejecutivos en finanzas y planificación
financiera.

Posee la Series 65 como Asesor de Inversiones en Estados Unidos y licencia de Life & Annuities en el Estado de la Florida. Es autor del libro de fútbol “Más allá de los 90 minutos” . Ha contribuido en artículos y entrevistas en temas relacionados con finanzas personales en medios y redes sociales.

Edgar Nava / Presidente y Socio

Edgar posee una larga trayectoria de más de 30 años en la dirección de Bancos y Firmas de 
inversiónaportando en Grove una amplia experiencia en estrategias de inversión y manejo de 
portafolios.

Ha sido Socio-Director de Winexco Securities (Panamá); Director del State Trust Bank (Saint Lucia); Socio-Presidente de Única Corretaje de Valores (Venezuela); Socio y Director Ejecutivo del Grupo Activalores (Venezuela); Presidente de Prosperar Entidad de Ahorro y Préstamo; Presidente Ejecutivo de Activalores Fondo Mutuales y VP de Instituciones Financieras para Citibank Venezuela.

Posee la Series 65 como Asesor de Inversiones en Estados Unidos y Corredor de Títulos Valores en Venezuela. Edgar es Licenciado en Física, egresado de la Universidad Simón Bolívar (Venezuela), MBA en la ESCP Europe (Francia) y Diplomado Ejecutivo en Inteligencia Artificial del Emeritus Institute of Management.