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Ni Amorim

Adjunto CEO

Golden Wealth Management

Porto, Porto District


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Golden Wealth Management
Industry
financial services
Employees
81.0
Seniority
C suite
Annual Revenue
5200000.0

Technologies

Outlook MailChimp SPF Microsoft Office 365 Active Campaign Google Maps reCAPTCHA Google Tag Manager Google Font API Nginx Mobile Friendly Google Maps (Non Paid Users) YouTube

Keywords

financial advising asset management brokerage investment philosophy portfolio management wealth management investment strategies diversification capital preservation liquidity client centric investment profiles personalized financial advice high-net-worth clients investment committee sustainable growth compliance financial markets investment solutions tailored portfolio strategic recommendations equity investments fixed income research client relationships transparency independent advising risk management financial reporting market analysis investment performance professional team investor education long-term planning wealth creation investment allocation client service asset allocation investment opportunities financial assets innovative solutions risk assessment client needs tailored solutions investment goals data protection operational excellence regulatory compliance market insights philanthropic impact investment management financial services

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