About

Fendz Asset Management – Elevating Wealth, Enriching Lifestyles 

Fendz Asset Management is an independent Registered Investment Advisory Firm and Insurance Agency serving the metropolitan cities of Miami and Chicago. We specialize in wealth management, insurance solutions, and business exit planning, providing personalized financial strategies that empower individuals and businesses to grow, protect, and optimize their assets. 

Comprehensive Financial Solutions 

We serve a diverse clientele, including individuals, financial institutions, corporations, trusts, and charitable organizations. Our expertise spans domestic and international financial markets, supported by a network of elite professionals—including attorneys, CPAs, bankers, M&A advisors, and pension experts—ensuring every financial aspect is expertly managed. 

Strategic Wealth Management & Exit Planning 

• Investment Advisory: We tailor portfolios based on risk tolerance, research-driven insights, and long-term growth strategies to preserve wealth and secure financial independence. 

• Retirement Planning: Ensuring financial confidence in retirement so you can sustain your lifestyle with peace of mind. 

• Business Exit & M&A Services: From negotiations to reinvestment, we guide business owners through seamless transitions and wealth preservation post-sale. 

• Estate & Philanthropic Planning: Our team works alongside top-tier attorneys to structure and safeguard your assets, ensuring your legacy is protected and optimized for future generations. 

At Fendz, financial planning isn’t just about numbers—it’s about creating a life of freedom, security, and opportunity. Whether you’re growing a business, planning for retirement, or securing generational wealth, we provide the expertise and personalized strategies to help you thrive.