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.

Our Team

Shmuel Maya

Managing Director – Founder

Founder and managing director of Aventura Private Wealth:Shmuel spent over 14 years at a prominent investment bank, where he rose through the ranks to become a high-net worth financial advisor. Before transitioning to Aventura Private Wealth, he managed 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 playing sports with his young children, watching classic cartoons with them, and spending date nights with his wife, Diana.

Patrick Simon

Investor Advisor Representative, VP – Investments

Patrick began his wealth management career at the University of Miami, earning a Bachelor’s degree in Finance. He spent six years at J.P. Morgan Chase as a banker, working alongside Shmuel Maya and Andrea Bruno while building deep client relationships.

At Aventura Private Wealth, Patrick delivers integrated wealth management, providing strategic guidance, thoughtful risk management, and access to private market opportunities tailored to select clients.He holds the Certified Exit Planning Advisor (CEPA) designation and advises business owners on succession planning, income structuring, liquidity events, and long-term wealth preservation with a disciplined, client-first approach. His perspective emphasizes clarity, stewardship, alignment, trust, and proactive decision-making for families.

Andrea Bruno

Senior Registered Client Associate

Andrea began her career in banking at J.P. Morgan Chase in 2013 as a Personal Banker, quickly transitioning into wealth management. She spent seven years as a Private Client Banker working closely with Shmuel Maya, where she found her greatest fulfillment assisting clients with thoughtful legacy planning for their families.

Her passion for comprehensive, relationship-driven wealth management led Andrea to work exclusively with Shmuel. In 2023, Andrea co-founded Aventura Private Wealth, where she provides strategic guidance, risk management, and operational leadership. As the firm grows and markets evolve, Andrea serves as the team’s operational backbone, ensuring seamless communication, efficiency, and consistent excellence in client service delivery.

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.