GoldenVista Wealth

GoldenVista Wealth is a leading wealth management firm based in Valencia, Spain, specializing in providing personalized financial advisory, portfolio management, and estate planning services. Established in 2019 by financial advisor Laura Serrano, the firm caters to high-net-worth individuals, families, and entrepreneurs seeking customized strategies to protect and grow their wealth. GoldenVista Wealth is known for its client-focused approach and its ability to offer innovative financial solutions that align with clients’ specific needs and goals.

The firm’s services include investment advisory, tax planning, succession planning, and alternative investment opportunities such as real estate and private equity. A notable success for GoldenVista Wealth was helping a Spanish business family restructure their wealth portfolio, focusing on tax-efficient investments and long-term growth through private equity and luxury real estate investments along Spain’s Costa del Sol. The firm is also recognized for its focus on sustainable investing, providing clients with access to ethical and environmentally responsible investment options.

GoldenVista Wealth operates with values of integrity, personalization, and client satisfaction. In 2023, the firm reported assets under management (AUM) of €1.5 billion, reflecting its success in delivering tailored wealth management solutions to its expanding client base. Looking forward, GoldenVista Wealth plans to enhance its digital wealth management services and expand its offerings to include international tax planning and family office services, further solidifying its position as a top wealth management firm in Spain.