Progress Wealth Management
“A business model that matches the objectives of
our clients with those
of the company”
Based on the technological development of the international financial markets and the experience of a multidisciplinary group of professionals, we have implemented a business model with the purpose of maximizing the benefits for our clients.

“The quick response and personal service of a multidisciplinary group of experienced professionals gathered in a specialized financial company.

With a global approach and unbiased advisory on all subjects related to your patrimony.

Free of corporate bureaucracy with access to virtually all investment options available in global markets.”

Progress Advisors, LLC surveys each client’s inheritance, financial, legal, administrative and personal objectives as well as risk tolerance and time horizon to construct and tailor an Estate Planning and Investment Strategy that is suitable for that client.

Progress Investments, LLC is a Member of Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org Investments in securities involve risks. The value of an investment will fluctuate and, upon sale, may be worth more or less than its original cost.