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 ABOUT CLUBHOUSE 

"We are not your average wealth management and consulting firm." 

Nandy Serrano, CEO & Founder

Clubhouse Private Wealth is a boutique consulting firm, serving successful individuals, families, business owners, artists, entertainers and professional athletes. We have been offering family office and risk management consulting services in excess of 20 years. Our primary mission is to create customized, family office consulting strategies for our clients and provide exceptional service and personal attention. We excel at understanding our clients' personal and professional goals to then analyze and optimize their plan to the fullest in order to protect their most precious assets. Clubhouse Private Wealth recognizes each client's uniqueness and seeks solutions, leveraging our partnerships to reach their specific goals. We strive to be a "one-stop shop" for our clients. 

We provide our clients with solutions that range from traditional investments and insurance plans to complex family office strategies. We believe a Team Approach is the best way to deliver comprehensive advice. We work closely with our clients' Team of Advisors to ensure coordination of activities. We hold ourselves to the highest fiduciary standard while providing a comprehensive and holistic approach to managing our clients wealth.

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Alongside investments, business consulting services, and our Life After Sports program, we also offer the full line up of insurance solutions, such as health, life, home, auto, business, equine and more. 

Clubhouse works with our clients to develop customized solutions that are in our clients' best interest and help them reach their individual goals. 

 

So what are you waiting for? Contact a dedicated wealth advisor today! Because with Clubhouse Private Wealth, you win. Hablamos español.

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 EXECUTIVE TEAM 

NANDY SERRANO
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CEO & President

The Clubhouse Private Wealth founder, Nandy Serrano, has over 22 years of experience in the financial services industry...

Director, Client Services

TONY ALBISTU JR.
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Tony Albistu Jr has over 10 years of experience in a variety of roles, including financial services, HR, recruitment, accounting, tax advisory...

AMANDA MARINELLI
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Real Estate Consultant

Born in Venezuela, Amanda has always had a passion for interior design and luxury homes...

Vice President,

Business Development

LUIS ALICEA
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Luis Alicea is a former Major League Baseball player and coach, entrepreneur, and philanthropist...

DANIELA HERRERA
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Law Clerk

Wealth Management Advisor

DANIEL HERRERA
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Danny is prepared for all his clients' insurance needs. Danny is a licensed General Lines Agent, who holds the Florida License 220...

Wealth Management Advisor

WILLIE MARTINEZ
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He has loved and played baseball since his youth. He made his Major League debut in 2000 after signing as a pitcher with the Cleveland Indians...

Vice President, Property & Casualty

ANDY KASTEN
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For the past 24 years I have been helping individuals and business owners with their insurance plans. Employee Benefits, Personal Lines Property and Casualty...

General Counsel

JASON S. WEISS
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Jason S. Weiss, Esq. concentrates his area of practice in commercial/business litigation, sports and entertainment and business transactions...

Daniela is currently Doctor of Jurisprudence Candidate 2022 at Florida International University...

 OUR PARTNERS 

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AMKD
REAL ESTATE SERVICES

Amanda Marinelli

MARC MORENO CPA

Marc Moreno

MMK GLOBAL

Justin Bleyl

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 AFFILIATES 

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BACKSTOP CONSULTING GROUP

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NESTOR MORENO

Strength and Conditiong Coach

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CELIS COVA

Pro Athlete Physical therapy and Strength trainning Coach

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