Our Firm

Our Mission

For nearly three decades, Juan Lebrija, Roberto and Eduardo Schwartz have shared the same mission: to deliver exceptional wealth management services to their clients, wherever their clients may be and wherever they may be from.

Now, with the independent LifeCapital Partners, they expand access to investment opportunities and innovations while continuing to provide the focused care and virtually round-the-clock access their clients depend upon and deserve. They also fulfill their vision for holistic, comprehensive client support.

Why LifeCapital

LifeCapital Partners offers clients the unique blend of customized service, sophisticated investment options, and the direct, daily involvement of financial Advisors all in one leading-edge firm. These advantages include:

Boutique Feel — Today’s investors may choose from numerous companies, and often at the larger firms, they are assigned to an overworked advisor who may move on, leaving them reassigned to a new, unknown advisor. Instead, LifeCapital Partners is sized to promote stable rapport and trust between investors and Advisors who have been with our firm for decades. Our clients know they are valued and prioritized, as they should be.
International Footprint — Unlike other advisory firms, LifeCapital Partners has a genuinely global presence extending from its staff and the clients it serves to investment options that span the globe.

Greater Fiduciary Representation — As an RIA, we operate under the highest fiduciary standard, which means we act in the best interests of our clients.
Expansive Selection of Products and Services — With an open architecture platform, clients benefit from access to the entire universe of investment vehicles, including individual securities, exchange-traded funds, low-cost mutual funds, closed-end funds, private pools, hedge funds, and private investments.
Holistic Approach — Our team members are always available to provide guidance and options for any activity, topic, or concern related to client finances, from planning for college funding to life insurance, retirement, and more.
Personal Approach — Our client relationships are substantial and strong as a direct result of the focused, personal attention each member of the team delivers.

Trust and Confidence — Client relationships are grounded in unparalleled trust, evidenced by their confidence knowing the team always devotes the time required to achieve optimal results on their behalf.

Direct Access — Our clients appreciate that they can connect with us at any time for advice, answers, and assistance.
Multigenerational Guidance — The close relationships we forge extend across generations of client families. We frequently introduce our clients‘ children and grandchildren to planning, saving, investing, and financial management — and we are proud to do so.
Insight, Knowledge, and Direct Involvement — The firm’s exemplary portfolio management is directly linked to the fact that all investment decisions are researched, evaluated, and executed by the Investment Committee. Advisors can discuss with clients in detail every decision made in their portfolios.
Advanced Technology — Our cutting-edge technology helps ensure optimal resources for a seamless, sophisticated client service experience.
Clear Communications — Although the investment process is sophisticated, our interactions with clients are characterized by clear language without jargon.
Added Value — Our Advisors participate in third-party conferences to stay abreast of developments in the industry, markets, sectors, and the economy overall.

Our Team

LifeCapital Partners is resolutely committed to providing innovative, comprehensive financial planning strategies that address each client’s distinct circumstances and objectives. We help our clients, both here and abroad, achieve their financial goals. Now, and as they change along with life’s stages, milestones, and events.