Fiduciary. Family-Centered.Cross-Border Expertise.
We are netWorth Literacy, Inc., an SEC-registered investment adviser (CRD 326911). Acting in your best interest since 2019.
Fiduciary Standard
Always acting in your best interest with full transparency
Cross-Border Expertise
Specialized knowledge in U.S.-Mexico financial planning
Services available only where we are registered or qualify for an exemption.
Family-Centered
Understanding Hispanic values of family, legacy, and community
Our Advisory Services
Comprehensive wealth management solutions tailored to your unique needs
Services available only where registered or exempt.
Not sure where you stand?
Ten questions to understand your time horizon, how much movement you can live with, and which topics are worth reviewing together.
See your investor profileAdvisor Snapshot
Meet our team and understand why clients choose us
Ricardo M. Chavero
CEO & Investment Adviser Representative
CRD 7745471
View ADV Part 2BView on SEC (CRD 326911)No U.S. disciplinary events. See ADV 2B for details.
Why Choose netWorth Literacy?
Fiduciary Commitment
Always acting in your best interest with full transparency
Cross-Border Expertise
Deep understanding of U.S.–Mexico regulations and tax treaties
Cultural Understanding
Native Spanish speakers who understand Hispanic family values
Who we work with
- Individuals and families building cross-border wealth
- Business owners and entrepreneurs
- Real estate investors
- Multi-generational and legacy planning
We recommend starting with at least $50,000 USD. There is no formal account minimum.
Services available only where registered or exempt.
Ready to Build Your Financial Legacy?
Schedule a complimentary consultation to discuss your family's wealth management needs
"Comienza tu camino hacia la libertad financiera hoy"
Schedule Your ConsultationGet in Touch
We're here to help you achieve your financial goals
Other Ways to Reach Us
Phone
Office
Av. Marina Nacional 385 Mexico City, Mexico 11370
Business Hours
Monday - Friday: 9:00 AM - 6:00 PM (CST)
Response time: Within 1 business day