netWorth

netWorth is a Mexican financial planning and wealth management firm founded in 2016 by Ricardo Miguel Chavero Moya and headquartered in Cuauhtémoc, Mexico City. The company specializes in providing comprehensive financial advisory services focused on retirement planning, investment management, life and home insurance, and educational funds for successful professionals and families seeking long-term wealth accumulation. The firm operates as an authorized insurance agent (NWC Agente de Seguros) with registration under the Mexican Insurance and Bonding Commission (CNSF) under license number 90770 and holds investment credentials (cédula de inversión) from the Mexican Association of Securities Intermediaries (AMIB). netWorth serves as an authorized distributor of financial products from major global insurers including Allianz, Skandia, and New York Life, among over 43 associated insurance companies. The company's service model emphasizes personalized retirement plans (PPR - Planes Personales de Retiro), which offer tax-deductible investment vehicles combining insurance protection with wealth accumulation strategies. netWorth employs over 75 certified financial advisors and serves more than 30,000 families across Mexico. The firm utilizes data science and advanced projection tools to create customized investment strategies aligned with client financial goals and risk profiles. Investment options include ETF portfolios tracking indices like the S&P 500, actively managed equity portfolios, conservative guaranteed instruments, and digital investment platforms. The company reports managing over $400 million USD in assets under management. netWorth distinguishes itself through long-term client relationships, comprehensive financial education via webinars and a financial podcast, and emphasis on transparent advisory rather than high-pressure sales tactics. The firm has expanded to offer corporate benefit programs for employee retirement savings and maintains a digital-first approach with both online and in-person advisory services.