The Esses Group
Miami, FL
As independent advisors, our sole focus is offering our clients the best products and strategies to reach their goals. Our client-centric approach enables us to deeply understand each client’s needs, and act in their best interest.
The Esses Group
Miami, FL
The Esses Group
Miami, FL
The Esses Group
Miami, FL
The Esses Group
Miami, FL
"Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver." - Ayn Rand
Who Are We?
With decades of experience providing financial advice throughout the Americas, our wealth management team tailors each solution to fit our clients’ unique financial situation and lifestyle requirements. We work closely with our clients to provide personalized solutions that best fit their needs and help them achieve their personal goals. Our comprehensive services include investment analysis, financial planning, estate planning and tax burden minimization. Our goal is to be a trusted advisor to our clients, ensuring their wealth is managed with expertise and care.
Our Value Statement:
We will simplify the investment process for you by creating a portfolio uniquely suited to your investment experience, lifestyle and requirements while leveraging our resources to provide you with best-in-class service.
Our Typical Client:
Our clients are individuals and families who entrusted us to safeguard their assets throughout multiple market environments, life situations and generational transitions.
Recent Insight
Meet our Team
Tony Esses
Senior Partner, Managing DirectorTony focuses on creating long-term relationships with clients as their trusted advisor and providing custom solutions for their financial needs.
Tony started his career as a journalist at Ambito Financiero in 1980, where he was a columnist for the Economy section of the newspaper. He later served at Shell for two years as a team member of their Economics department. He started his career in private banking in 1985, where he became a Financial Advisor at Republic National Bank, which was later acquired by HSBC. Tony was Managing Director at
Julian Esses
Private Wealth AdvisorJulian focuses on crafting tailor-made financial advice based on a deep understanding of each client’s situation, requirements, and goals.
Prior to joining Snowden Lane Partners, Julian was an Associate at Lazard’s investment banking division, where he covered the Central America & Caribbean region. He was also part of Lazard’s Latin American Financial Institutions Group, providing financial advisory services to banks, insurance companies, wealth managers, and fintech companies across Latin America ex-Brazil & Mexico.
Julian became a CFA® Charter holder in August 2022. He holds Series 7 and Series 66 licenses and has a BA from Universidad Torcuato Di Tella in Buenos Aires.
Michel Malamud
Senior Client Relationship Manager
Patrick Fletcher
Senior Client Relationship ManagerPrior to joining Snowden Lane Partners, Patrick previously worked at Lehman Brothers, Barclays Wealth and Wells Fargo Advisors.
He holds Series 7, Series 66, Series 63, and Series 3 licenses and has a BA in Finance from Florida International University.
Press
The Esses Group
1 Alhambra Plaza
Suite 1130
Miami, Fl 33134
786.2064334