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Meet the team.

02     WHO WE ARE 

Puente Investment Team.

Puente Investments is an independent, registered investment team. We provide wealth and risk management, turn-key cash management, and family office services, in addition to financial education for each generation of your family. Puente Investments provides clear and measured strategies for generating income while managing the increasingly complex task of defending your wealth in uncertain times. Furthermore, we provide clients with to-the-point, transparent, and verifiable reports. We apply expert supported, tax-efficient, and risk-optimized approach.

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