Our team
We are twelve dedicated servants
Our passionate and dedicated team brings together a diverse range of skills and expertise to deliver exceptional results.
From creative visionaries to meticulous strategists,
we work seamlessly together to meet and exceed our clients’ expectations.
Who we are
At Mibsam Wealth,
we’re a hard and smart working team that follows God’s advices in our finances
With years of experience and a passion for helping others succeed, Mibsam Wealth leads our team of expert financial advisors and planners.
Founded in 2016 on the principle that individual success is strengthened through collaboration, Mibsam Wealth was established to deliver sophisticated financial solutions through collective expertise. The firm’s mission is to provide a comprehensive suite of insurance, investment, and executive benefit strategies designed to help clients achieve long-term financial objectives.
Mibsam Wealth offers the unique advantage of extensive resources derived from a broad financial services network while maintaining the independence required to place client interests first. The firm was built on the belief that “off-the-shelf” products fail to meet the complex needs of affluent individuals and corporate markets. As a result, Mibsam Wealth focuses on tailored, innovative solutions that support wealth preservation and executive benefit planning.
The organization comprises more than 12 independent Member Firms, each committed to ethical, strategic client service. Collectively, these firms represent high premium volumes, strong mortality experience, and substantial policy face amounts. This scale, combined with significant purchasing power, enables collaboration with leading insurance carriers to develop exclusive and customized products.
While Member Firms specialize across various disciplines, all share deep expertise in addressing the complex challenges faced by affluent clients and their advisors. They regularly collaborate with legal, accounting, banking, and other professional partners to support critical financial decisions for individuals and corporations.
Partnering with Mibsam Wealth ensures access to personalized solutions delivered by experienced professionals dedicated to your success. Membership provides advantages including enhanced purchasing power, exclusive products, extensive industry experience, strong carrier relationships, and an unwavering commitment to diligence and client-focused service.
Professional Expertise
With Mibsam Wealth at the helm, our team brings a wealth of experience and knowledge to the table.
Proven Strategies
We don’t just talk the talk; we walk the walk. Our strategies are tried, tested, and proven to deliver results.
Personalized Support
We offer personalized support and guidance tailored to your individual goals and needs.
“Our people are our superpower. The strength of MibsamWealth solutions is rooted in the expertise of our team. We insist on diverse, best-in-field talent for every position, encourage collaboration at every level, and provide comprehensive support so that every team member can thrive. “
SVP & Senior Legal Officer – Mibsam Cardenas
Our mission
Our mission is simple: to empower people worldwide with the knowledge, tools, and support they need to thrive in the dynamic world of finances.
We believe in transparency, integrity, and a commitment to delivering results for our clients.
At Mibsam Wealth, our mission is straightforward yet impactful: to empower people worldwide with the essential trifecta of knowledge, tools, and unwavering support, ensuring their success in the ever-evolving realm of finances. We are driven by a steadfast commitment to transparency, integrity, and delivering tangible results for our valued clients. Through our dedication to transparency, we aim to foster trust and openness, providing people with the clarity they need to make informed decisions. With integrity at our core, we uphold the highest ethical standards in all our dealings, building enduring relationships based on honesty and respect.
Above all, our mission is fueled by a relentless passion to see our clients thrive, armed with the resources and guidance necessary to navigate the dynamic landscape of trading with confidence and resilience.