About Us

The inception of Animus Wealth in 2018 came accompanied to its relevant origin of the Latin word “ANIMUS” that means “Purpose”. The powerful word carries all the relevant synonyms for which our firm stands by. Purpose, inclination, understanding, heart, and soul.It is by this embedded and autonomous reflection by which our clients choose us to give their family’s wealth a purpose with a unique orchestrated and comprehensive approach to wealth management and financial planning.

Animus Wealth Management and its team of skilled multidisciplinary advisors are in business to deliver peace of mind through an ongoing fiduciary commitment, deep experience, and an honest passion to deliver results.

Rolando J Perez Jr.
President and Chief Investment Officer

Amber Perez
Director of Client Relations

Aside from our areas of expertise in securities investments, a comprehensive overview of your capital also includes any real estate, shareholdings or alternative investments you own. In other words, anything that complies and contributes to our clients’ overall wealth plan becomes part of our integrated analysis to deliver well rounded outstanding results.

It is why we work closely with highly qualified custodians, seasoned professionals, and specialists in their respective fields of the financial, tax and legal aspect of our clients planning. This independent network includes legal experts, brokers, analysts, economists and international tax advisors. Although we do not provide tax advice ourselves, we facilitate our clients with an integrated team aligned with our same vision, to act in the best interest of our clients. As long-term partners of pursue, these specialists are as committed to pursuing your best interests as we are. This provides you with even better quality that is not higher prices but in greater security, as well as an orchestrated overall framework for your assets and family’s well-being.

Animus Wealth Management is not a custodian for our clients’ assets but has collaboration agreements in place with banks that meet our high quality standards.

Our Strategic Allies and Specialists:

We fiercely believe in disciplined tailored solutions. There is no one size fits all in wealth management. An individualized and neutral approach is vital, especially in times of increasing regulation and standardization. The founders of Animus Wealth have foreseen that the future of wealth management lies in the adoption of an entrepreneurial approach to managing client assets and planning that is prudent, sustainable, and free of conflicts of interest. Our approach combines the best of two worlds: The relevant values of traditional private banking and the very latest methods and tools of integration in our clients’ overall wealth plan.

Neutrality

Our industry is carefully poised when positioning guarantees. We are proud to say and guarantee our clients independent management and advice of the highest quality as Animus Wealth is owned completely by the managing partners. We have no obligations toward any bank or affiliate, nor we have to take their interests or duties into account. This independence benefits our clients directly and creates undisturbed mutuality.

Transparency

All successful collaboration is based on trust and understanding. We are bound by our entrepreneurial sense of responsibility to offering our clients the greatest possible degree of transparency. We observe all statutory and ethical requirements and fully comply with all applicable guidelines in exercising our mandate. Our independence gives us the necessary flexibility to respond to our clients’ individual needs and explore vast possibilities. We also provide our clients with the opportunity to view and track their wealth plan process and investment portfolios at any time of day or night online via secure login.

Our work ethic

To live is to serve. Our unparalleled work ethic and entrepreneurial spirit to work tirelessly in our clients best interest for the greater good aligns our “Animus” to harmoniously balance the symbiosis of living and delivering everyday as if its last and diligently plan for our clients legacy to be remembered for future ages and generations.