Our Company & Staff - Dias Wealth

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.

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.

© 2023 Dias Wealth, LLC. All Rights Reserved.

All investing is subject to risk, including possible loss of principal. Dias Wealth, LLC is a Registered Investment Advisor (RIA) in the State of Florida (CRD #304465), providing financial planning, asset management, and related services for clients nationally. Dias Wealth, LLC will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (SEC), as applicable. Dias Wealth, LLC renders individualized response to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. This website is intended to provide general information about Dias Wealth, LLC and it is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. Market data, articles and other content on this website are based on available information and are believed to be reliable. Dias Wealth, LLC does not guarantee the accuracy of the information contained in this web site. The information is of general nature and should not be construed as investment advice. Dias Wealth, LLC will provide all prospective clients with a copy of our current Form ADV Part 2A prior to commencing an advisory relationship.

Insurance and annuities offered through Dias Financial, LLC, a Florida Insurance Agency (License # L106434). Carlos Dias Jr. is licensed in the State of Florida (License # E181443), California (License # 4065931), Georgia (License # 791372), Missouri (License # 3002126789), Texas (License # 2606613), Virginia (License # 1171854), Colorado, Illinois, North Carolina, South Carolina, and Oregon (License # 8471859).