welcome

WEALTH MANAGEMENT

FOR DIFFERENT LIFE STAGES

Depending on your age, you might be exposed to more risk, complications, and challenges compared to others. Let’s make sure your assets are protected and growing like they should be.

WE'VE HAD THE HONOR OF BEING FEATURED IN SOME OF THE TOP PUBLICATIONS IN THE WORLD.

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services

Our Services

FINANCIAL PLANNING FOR INDIVIDUALS,
RETIREES, BUSINESS OWNERS, AND EXECUTIVES
Individuals that have amassed a high net worth face unique issues when it comes to wealth management. You need a financial advisor that understands what you’re facing today as well as what you want to achieve tomorrow.

Investment
Management

You tell us what you want to achieve, and we’ll custom build
an investment plan that
matches your risk tolerance and tax situation to your desired outcomes.

Tax
Planning

Proactive tax planning can mean significantly reducing your tax burden and so you keep more of your money. We’re happy to work with your CPA to put these tax savings strategies in place.

Financial
Planning

You worked for your money, now let’s make your money work for you. Our comprehensive financial planning services are 100% transparent, so you can see exactly where your wealth is going.

Estate
Planning

More than just leaving a legacy,
our estate planning services
help your beneficiaries avoid probate and estate taxes,
protect your business, and
honor your final wishes.

Charitable
Planning

Giving feels good. Maximizing your tax deductions feels even better. Our tax-favored charitable giving plans help you support your favorite causes, leave a legacy, and pass your values to the next generation.

Retirement
Planning

Our specialty is creating more predictable streams of income in retirement, keeping more of the “gold” in your golden years. Let’s make retirement your best years yet!

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.

Asset
Protection

Learn how to protect assets from creditors, including lawsuits and bankruptcy. Understanding how non-exempt assets can become exempt assets.

WHY US

why choose us

WHAT IT’S LIKE TO WORK WITH
DIAS WEALTH

REQUEST YOUR COMPLIMENTARY CONSULT Simply click the link and choose a time that works for you.

TALK WITH AN ADVISOR Talk with a top-level advisor about what’s keeping you up at night financially.

Experience Financial Mastery Relax knowing you’ve made the smartest choices to build and protect your wealth.

Team

About

Our Team

As fee-only advisors with fiduciary responsibility, you can rest easy knowing that the advice
you’ll get from us is based on what’s best for you, not what makes us the biggest commissions.
Our mission is to help you preserve principal, maximize income, and accumulate capital.

Carlos Dias, Jr. is the co-founder of Dias Wealth. With nearly two decades in the financial industry, Carlos brings to the table a well-rounded expanse of experience. Carlos is a contributor to Kiplinger and has been featured on Fortune.com, U.S. News & World Report, Bloomberg, and other major news outlets. Meet Carlos
Lauren Dias is the co-founder of Dias Wealth and advises high-net-worth individuals on retirement planning, financial planning, tax-reduction strategies, estate planning, and more. Lauren’s goal as a financial advisor is to make sure all her clients receive the most custom-tailored financial guidance and maximize their results. Meet Lauren

Guide

FREE GUIDE!

7 MUST-KNOW RULES OF CHOOSING A FINANCIAL ADVISOR

When you choose to work with a financial advisor, you should be certain they are looking out for your best interests. Not all do.

Unfortunately, some advisors are only out to sell you products or services so they can earn big commissions, and others aren’t even properly licensed to give financial advice (though it doesn’t seem to stop them). How can you tell the difference?

Starts

Starts Today

REQUEST YOUR COMPLIMENTARY CONSULTATION
NOW. CONFIDENTIALLY IS GUARANTEED.

Download Your Guide Below