Fendz Asset Management, Inc.

Fendz Asset Management, Inc. Fendz Asset Management is a Registered Investment Adviser & Insurance Agency in the state of Florida.

Fendz Asset Management – Elevating Wealth, Enriching Lifestyles

Fendz Asset Management is an independent Registered Investment Advisory Firm and Insurance Agency serving the metropolitan cities of Miami and Chicago. We specialize in wealth management, insurance solutions, and business exit planning, providing personalized financial strategies that empower individuals and businesses to grow, prot

ect, and optimize their assets. Comprehensive Financial Solutions

We serve a diverse clientele, including individuals, financial institutions, corporations, trusts, and charitable organizations. Our expertise spans domestic and international financial markets, supported by a network of elite professionals—including attorneys, CPAs, bankers, M&A advisors, and pension experts—ensuring every financial aspect is expertly managed. Strategic Wealth Management & Exit Planning

Investment Advisory: We tailor portfolios based on risk tolerance, research-driven insights, and long-term growth strategies to preserve wealth and secure financial independence. Retirement Planning: Ensuring financial confidence in retirement so you can sustain your lifestyle with peace of mind. Business Exit & M&A Services: From negotiations to reinvestment, we guide business owners through seamless transitions and wealth preservation post-sale. Estate & Philanthropic Planning: Our team works alongside top-tier attorneys to structure and safeguard your assets, ensuring your legacy is protected and optimized for future generations. At Fendz, financial planning isn’t just about numbers—it’s about creating a life of freedom, security, and opportunity. Whether you’re growing a business, planning for retirement, or securing generational wealth, we provide the expertise and personalized strategies to help you thrive.

With my CIO at recent crypto conference and with colleagues at Trivest partners for our New! XPX Miami Chapter kick off.
02/13/2025

With my CIO at recent crypto conference and with colleagues at Trivest partners for our New! XPX Miami Chapter kick off.

02/13/2025

Grateful to America 🇺🇸 and its citizens for all the opportunities it has provided my family and I. Being in business close to 18 years now, we enter a new phase of growth as we approach our 20th Year anniversary. God is good 😊 🙏💪

Fendz Asset Management is a Registered Investment Adviser & Insurance Agency in the state of Florida.

New and exciting developments underway for Fendz Asset Management!!! Stay tuned....Now in City of Coral Gables - Governm...
02/12/2025

New and exciting developments underway for Fendz Asset Management!!! Stay tuned....Now in City of Coral Gables - Government

02/25/2024

USA 🇺🇸 National Spearfishing Championships July 15-18th, 2024
Islamorada, FL.

Excellent podcast on the psychology of Money!
01/04/2024

Excellent podcast on the psychology of Money!

‎Show Intelligence Squared: Business, Ep The Futureverse: The Psychology of Money, with Lucy Beresford and Robin Powell - Jan 4, 2024

01/01/2023
Learn how to grow and protect your wealth! Call Joe @ 305-562-1944 for a free consultation.
10/25/2022

Learn how to grow and protect your wealth! Call Joe @ 305-562-1944 for a free consultation.

Great day at Crypto Wealth Summit with Giancarlo Fernández and Cathie Wood. Presented by Eaglebrook Advisors!
10/11/2022

Great day at Crypto Wealth Summit with Giancarlo Fernández and Cathie Wood. Presented by Eaglebrook Advisors!

04/06/2022

Tax Contribution Deadline
Monday, April 18th, 2022

Reminders and Helpful Tips

We are in the final stretch of the 2021 tax season! Here are some reminders and helpful tips for making any remaining IRA contributions:

- For Traditional IRAs, Roth IRAs, and ESAs: Accounts must be established and funded by April 18th, 2022, for tax year 2021. Please note that April 15th (Good Friday) is a market holiday, and Fendz will be closed.

- Tax Year 2021 Contribution limits:
IRA and Roth IRA: $6,000 ($1000 catch-up if over age 50, total $7,000)
SEP IRA: $61,000 (25% of Compensation)
SIMPLE IRA: Maximum eligible employee contribution is $14,000 ($3000 catch-up, total $17,000).
401(k), 403(b), 457
Employee Deferral: $20,500
Employee Catch-up: $6,500
Profit Sharing Contribution: 25% of Compensation
Total 401K Contribution including Catch-up: $61,000

Address

232 Andalusia Avenue, Suite 202
Coral Gables, FL
33134

Website

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