Wealth Management Advisor Team | Aventura Private Wealth Miami

Your Aventura Private Wealth Team

Meet the wealth advisors and family office services team dedicated to serving your needs.

Enjoy Uncompromising Service & Capabilities

High net worth families are often told they have to choose: boutique attention or institutional access, personal relationships or advanced strategies, responsive service or exclusive opportunities. We work to eliminate those trade-offs.

You can have institutional-level capabilities with boutique responsiveness, private market access with comprehensive planning, and experienced expertise coordinated for your family's financial goals.

Retirement Income Planning

We design customized retirement timelines and withdrawal strategies designed to help your income last throughout retirement. Our approach coordinates Social Security optimization, long-term care planning, and tax-conscious distribution sequencing to work toward retirement security while helping preserve wealth for your family's future.

Tax-Aware Portfolio Management

We position your investments across account types and coordinate with your CPA to help manage tax implications throughout your lifetime. Our approach includes tax-loss harvesting, capital gains management, and asset location strategies designed to work with your overall tax planning.

Trust Planning

We coordinate with your estate attorneys and then implement the trusts, wills, and LLCs recommended. We have ongoing communication with these attorneys to provide current structuring of assets in line with you families goals.

Management Strategies

We work to help protect your portfolio from market downturns while helping you maintain liquidity for opportunities and emergencies. Our risk management approach includes portfolio downside strategies, insurance analysis, and income planning designed to help preserve your wealth through various market conditions and life changes.

Our Team

Shmuel Maya

Managing Director – Founder

Founder and managing director of Aventura Private Wealth, Shmuel has spent over 14 years at a prominent bank, where he rose through the ranks to become a high-net worth financial advisor, managing over $350 million in investment assets.
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Educated at Northeastern University in Boston, Shmuel pursued studies in political science and finance. A native of Miami Beach and Aventura, Shmuel’s clients mirror the community where he actively volunteers and raises his own family. In his free time, he enjoys teaching his young children pickleball and golf, watching classic cartoons with them, and spending date nights with his wife, Diana.

Patrick Simon

Investor Advisor Representative, VP – Investments

Biography

Patrick began his wealth management career at the University of Miami, earning a Bachelor’s Degree in Finance. He then spent six years at J.P. Morgan Chase as a banker, working alongside Shmuel Maya and Andrea Bruno. Now at Aventura Private Wealth, Patrick delivers integrated wealth management—providing strategic guidance, risk management, and access to private investment opportunities tailored to our select clients. He holds the Certified Exit Planning Advisor (CEPA) designation and advises business owners on succession planning, income structuring, and long-term wealth preservation.

Andrea Bruno

Senior Registered Client Associate

Biography

Andrea began her career in banking at J.P. Morgan Chase in 2013 as a Personal Banker, where she quickly transitioned into wealth management. She spent seven years as a Private Client Banker, working closely with Shmuel Maya, where she found her greatest fulfillment in assisting clients with legacy planning for their families. Her passion for comprehensive wealth management led Andrea to work exclusively with Shmuel at J.P. Morgan. In 2023, Andrea co-founded Aventura Private Wealth with Shmuel, where she now offers clients strategic guidance and risk management in an evolving economic landscape. As the firm grows and the market changes, Andrea serves as the operational backbone of the team, ensuring seamless communication and continued excellence in client service.

Michelle Diamantis Simon

Chief Compliance Officer

Biography

Michelle’s professional journey began with the United Nations, where she developed a strong interest in financial markets and wealth management. This passion led her to pursue a Master of Finance. Upon relocating to Miami, Michelle began her career in wealth management as a compliance officer. She later joined Shmuel Maya and the Aventura Private Wealth team as Chief Compliance Officer, where she plays a critical role in ensuring regulatory adherence and risk management. Outside of her professional responsibilities, Michelle remains actively engaged with her Seton Hall alumni community and finds relaxation through scuba diving in the Bahamas.