Our Company & Staff
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Our Company & Staff
At Dias Wealth, our team works with clients from many backgrounds plan for
a successful financial future.
We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.
Dias Wealth is NOT affiliated with a:
- Bank
- Broker-Dealer
- Insurance Company
- Subsidiary or other Financial Institution
Dias Wealth is/has a:
- Registered Investment Advisor
- Independent Insurance Agency (Dias Financial)
- Transparent about compensation

our licenses
Types of Licenses Dias Wealth Financial Advisors have:
- Series 65
- State Life, Health, Long-Term Care, and Annuity
WE'VE HAD THE HONOR OF BEING FEATURED IN SOME OF THE TOP PUBLICATIONS IN THE WORLD.






operate
family office
we operate as a family office and have
many affiliations with different businesses that bring everything together.

professional services
- budgeting & debt management
- attorneys
- accountants
- banking
- educations & speaking
professional
services
Investing
- Portfolio Managers
- Asset Managers
- Alternative Investments
Investing
Dias financial insurance
- annuities
- life insurance
- disability
- long-term care
business
services
business services
- Defined benefit pension plans
- solo 401(K)
- budgeting & expense management
- corporation establishment
- third-party administrators (tPAs)
Dias financial
insurance
newsletter
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