Ignacio Dwindt

Background

About Ignacio Dwindt

I am passionate about helping people, hearing their stories, understanding what is important to them, and guiding them to reach their goals in each stage of life. As a Wealth Advisor with Strategic Wealth Partners, I design and implement tailored financial strategies for individuals and families that address all aspects of their lives including retirement, education, estate and trust planning services, gifting and philanthropy, risk management and insurance, and business and succession planning. In order to better help and offer a high level of personalized services, I work with a select number of clients, in particular. International Executives residing in the U.S. Global Families looking to transfer wealth across jurisdictions and generations. Private Practice Professionals (Physicians, Attorneys, Dentists). Company Founders, Private Business Owners, and Entrepreneurs. Hedge Fund, Private Equity, and Venture Capital Managers. Art Collectors I joined in Strategic Wealth Partners in 2023. Prior to that, I was a Senior Financial Advisor with Wells Fargo Advisors, a Financial Advisor with Merrill Lynch and worked in the legal department of a hedge fund manager and within the corporate and funds departments of multiple law firms. I earned a Master of Laws (LL.M.) in Securities and Financial Regulation from Georgetown University, a Juris Doctor (J.D.) from the University of Miami, and a Law degree from Andres Bello Catholic University. I live in Kingwood, just outside of Houston, Texas, with my wife and four kids. Outside of work, I enjoy spending time with my family and friends, playing golf, tennis, cycling, skiing, traveling, visiting art museums and art galleries, and attending the opera. If you feel that you may benefit from working together or just have a question, please feel free to reach out to idwindt@swpconnect.com Disclosures:* I do not provide tax, accounting, or legal advice in my current role with Strategic Wealth Partners. Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Alternative investments may:* Not be suitable for all investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited.