Company

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.

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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

Starts

Starts Today

REQUEST YOUR COMPLIMENTARY CONSULTATION
NOW. CONFIDENTIALLY IS GUARANTEED.