daluz

Planning

Our Roots

At daluz, we blend deep financial expertise with a personal touch to guide your investments and succession planning.

Years of hands-on experience shape our approach.

Career Path

Financial Advisor

Banco XYZ

2010 – 2015

Years of hands-on experience shape our approach.

Senior Planner

daluz

2016 – Present

Leading comprehensive financial planning with a focus on succession and growth.

Financial Planning

A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.

Smart Investments

We tailor investment strategies that align with your goals and risk comfort, helping your money grow steadily.

A green 3D cube with the words 'LEARN', 'SAVE', and 'INVEST' on its visible sides, set against a plain white background.

Credit Solutions

Our credit options are designed to support your financial needs without overwhelming your budget.

A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.

Succession Plans

We help you create clear succession plans to protect your legacy and ensure smooth transitions.

A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.

Personalized Care

At daluz, every plan is crafted with your unique story and future in mind, making finance personal.

Get in Touch

Now

email@email.com
(123) 123 123