WealthPath Advisors

WealthPath Advisors is a premier wealth management firm based in Madrid, Spain, offering bespoke financial advisory and investment management services to high-net-worth individuals, families, and institutional clients. Founded in 2020 by financial expert Antonio Herrera, the firm specializes in delivering personalized wealth strategies that focus on long-term asset growth, estate planning, and tax optimization. WealthPath Advisors is known for its deep expertise in European markets and its ability to craft tailored solutions for affluent clients seeking to preserve and grow their wealth.

The firm offers a wide range of services, including portfolio management, estate and succession planning, tax advisory, and real estate investment consulting. A notable achievement for WealthPath Advisors was managing the transition of a large family office’s multi-generational wealth, successfully diversifying its portfolio with strategic investments in European real estate and global equity markets. The firm also provides sustainable investment options, helping clients integrate ESG (Environmental, Social, and Governance) principles into their portfolios.

WealthPath Advisors operates with values of trust, excellence, and long-term partnership. In 2023, the firm reported assets under management (AUM) of €2 billion, driven by a growing clientele of high-net-worth individuals seeking personalized wealth solutions. Looking ahead, WealthPath Advisors plans to expand its services into other European markets and further develop its sustainable investment offerings.