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Wealth Management Services

Wealth management is more than just investments, retirement planning, or making a will. Real wealth management comes from truly mastering the lifecycle of your money – how it flows in, grows, and flows out.

Dias Wealth offers a full menu of wealth management services to help you master your money and your future in one trusted place. We’re based in the Orlando, Florida area but work with individuals all over.

As a fiduciary advisor, all of our advice is based on what is best for you, as we act only in your best interest. Not every firm can say this!

Our team consists of Portfolio Managers, Insurance Specialists, Tax Experts,
Estate Attorneys, and many other professionals.

Let’s discuss your goals, timelines, and what we can do to make your money work for you.

investment planning orlando

Investment Management

“You’ve got to have money to make money” isn’t the whole story. To make money, you’ve got to have an agile plan for HOW to make it grow. As a Dias Wealth customer, we’ll personally tailor your investment plan around your desired outcomes, time targets, and risk tolerance. Our goal is to maximize your income while minimizing your risks.

Tax Planning

It’s critical for high net worth individuals to employ ongoing tax-reduction strategies, because even a small oversight can mean a massive loss. We offer a variety of proactive tax planning services that can help you reduce your tax burden so you can keep more of your money. We offer:

  • “2nd Opinion” 1040 Tax Optimization Reports
  • Personalized Tax Reduction Reports
  • Business or Charitable Tax Reviews
  • Roth Conversion Analysis

Financial Planning

You’ve worked hard to get where you are, now we’ll make sure your money is working as hard as you are with comprehensive financial planning. What financial strategies will help you create, build and keep the most wealth? Let’s analyze your situation to find the most trustworthy yet innovative wealth-accumulating strategies for your unique position.

Estate Planning

Your legacy speaks for you when you’re gone. Make sure it accomplishes your wishes with steadfast estate planning from Dias Wealth. We will develop strategies for minimizing estate taxes, avoiding probate, planning for incapacity, transferring wealth, giving to charities, developing trusts, businesses succession, and of course, special circumstances. We can work with your attorney or refer you to one who will structure your wills, trusts, powers of attorney, business entities, etc. to honor your wishes.

Charitable Planning

Become the philanthropist you’ve always admired AND maximize your tax deductions with charitable planning. With proper charitable planning advice, you may be able to remove your donations from your taxable estate; receive a substantial, immediate tax deduction; and even guarantee income protection.

Our charitable planning services include but are not limited to:

  • Charitable Remainder Trusts (CRTs)
  • Charitable Lead Trusts (CLTs)
  • Foundations
  • Endowments
  • Supporting Organizations

Retirement Planning

We help you keep the “gold” in your golden years by reducing financial stress and creating more predictable streams of income. By blending current income and future growth – all while protecting you from market risks – we’ll help you make your retirement years the best ones of your life.

Business Planning

  • Buy-Sell Agreements
  • Premium Finance
  • Split Dollar Arrangements
  • Key Man Insurance
  • Captive Insurance Companies

Health care Planning

Understanding how Medicare works, Part B premiums, the differences between Advantage and Supplement plans, and short-term care.

Long-term care including insurance and alternatives such as life insurance and annuities.

Avoiding Medicaid spend-down

Asset protection

Learn how to protect assets from creditors, including lawsuits and bankruptcy.

Understanding how non-exempt assets can become exempt assets.

How annuities with surrender charges can be more beneficial than ones with no surrender charges in certain instances.

Mastering your financial future starts today

Request your complimentary consultation now. Confidentially is guaranteed.