Pariter Wealth Management Group to Partner with BAM Advisor Services
Puerto Rico-based Pariter Wealth Management Group LLC has partnered with BAM Advisor Services and become a new member of The BAM ALLIANCE, a nationwide community of independent, like-minded financial advisory firms.
Founded in 2008, Pariter Wealth Management Group joined The BAM ALLIANCE in early 2019 and is led by chairman, owner and investment advisor Francisco Rivera Fernández, investment advisor Braulio Nieves Román, and chief compliance officer Eduardo Sotomayor.
The firm is headquartered in Guaynabo, Puerto Rico, and also serves clients in California, Florida, Massachusetts and Texas. Pariter Wealth Management Group, which has approximately $40 million in assets under management, provides full-service financial planning, investment management and asset protection strategies to individuals and families, with a special emphasis on helping business owners, the self-employed, high-net-worth and institutional clients reach their most important financial goals.
BAM Advisor Services is home to The BAM ALLIANCE, which was established in 1997, and Loring Ward. Together, they have more than $35.4 billion in assets under management or administration (as of March 31, 2019) and serve more than 300 independent Registered Investment Advisors (RIAs) along with thousands of other financial advisors located throughout the country.
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