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.
services
Our Services
FINANCIAL PLANNING FOR
RETIREES, BUSINESS OWNERS, PROFESSIONALS, and athletes
Certain individuals often 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.
Long-Term Care
Long-term care helps with home health, assisted living, and nursing home assistance to protect your assets from Medicaid spenddown.
Annuities
Annuities provide guaranteed lifetime income, principal protection, tax-deferred growth, and long-term care.
Life Insurance
Life insurance provides protection with premature death, retirement income, long-term care, as well as federal and state estate taxes.
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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.
FOUNDER AND MANAGING PARTNER
LAUREN DIAS
CO-FOUNDER AND MANAGING PARTNER
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?
Reviews
TESTIMONIALS
From the first phone call to finalize the long-term care policy, Carlos demonstrated his expertise and professionalism. For examples, (1) Carlos provided detailed resources to help my husband and I learned about the unique features of the long-term care policy; as such, it did not take us long to make the final decision. (2) Carlos is very patient to answer all our questions and was always respond to our follow up questions in a timely manner. Thank you, Carlos, for all the professional advice and services.
Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.
