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Wealth advisor

A trusted person who supports families, businesses, universities and institutions in their wealth decisions throughout their lives.

Become a wealth advisor

Support throughout life

The wealth advisor listens, organizes and plans around each person’s situation and goals. They bring together a view of their resources, protection and future decisions to offer tailored support.

The guardian angel of a family, an individual, or an institution.

A trusted person at the center

Not the bank's advisor. Bank, real estate, lawyers, notaries: everything revolves around a trusted person for the family. When you have a problem, you call them.

  • Bank
  • Real estate
  • Lawyers
  • Notaries

Wealth and longevity

The project includes longevity, understood as living longer and living better. Wealth planning supports this perspective on life and its different stages.

What they do

Long-term planning
Guides families through key milestones: buying a home, welcoming a child, their education, retirement.
Human capital protection
Prepares the family for unexpected events, such as disability or the loss of the main earner.
Financial mindset shift
Teaches how to prioritize saving and view it not as a sacrifice, but as a future reward.

Many people believe that only the wealthy can afford an advisor. The wealth advisor is for everyone, regardless of how much money they have.

Who benefits

Families
Greater financial stability, a better quality of life, and the ability to achieve their dreams.
Businesses
Resource optimization and access to responsible financing.
Banks
Trust and more accessible financial products.
Country
A stronger national economy, starting with families.

A network in development

We are building a network of wealth advisors in Latin America. The project envisages a registry and an oversight body that will support the verification of its members. Its structure, entry criteria and operations are in development.

Become a wealth advisor

The project began in Peru, with university courses. We are preparing a pathway to develop the wealth advisor role, combining an ethical perspective, technical knowledge and people skills.

A proposed pathway in three levels. The program, requirements and qualifications for each level are being defined.

  1. Level 1

    Financial foundations

    Understand the relationship with money, protection and the organization of resources.

    What you work towardsA foundation of knowledge for further training.

  2. Level 2

    Wealth planning

    Connect life goals with the protection and planning of wealth.

    What you work towardsA joined-up view of wealth-related needs.

  3. Level 3

    Comprehensive support

    Bring together listening, planning and supporting people over time.

    What you work towardsThe wealth advisor profile that Prometheus is developing.

The book on the wealth advisor

For information about the wealth advisor training project, contact Prometheus America.

Ask about the project