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Services

Services

WEALTH MANAGEMENT SERVICES

Wealth management is more than just investments, retirement planning, or making a will. Real wealth management comes from truly mastering the lifecycle of your money – how it flows in, grows, and flows out.

Dias Wealth offers a full menu of wealth management services to help you master your money and your future in one trusted place. We’re based in the Orlando, Florida area but work with individuals all over.

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

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INVESTMENT MANAGEMENT

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INVESTMENT MANAGEMENT
“You’ve got to have money to make money” isn’t the whole story. To make money, you’ve got to have an agile plan for HOW to make it grow. As a Dias Wealth customer, we’ll personally tailor your investment plan around your desired outcomes, time targets, and risk tolerance. Our goal is to maximize your income while minimizing your risks.
TAX PLANNING

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TAX PLANNING

It’s critical for high net worth individuals to employ ongoing tax-reduction strategies, because even a small oversight can mean a massive loss. We offer a variety of proactive tax planning services that can help you reduce your tax burden so you can keep more of your money. We offer:

  • “2nd Opinion” 1040 Tax Optimization Reports
  • Personalized Tax Reduction Reports
  • Business or Charitable Tax Reviews
  • Roth Conversion Analysis
FINANCIAL PLANNING

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FINANCIAL PLANNING
You’ve worked hard to get where you are, now we’ll make sure your money is working as hard as you are with comprehensive financial planning. What financial strategies will help you create, build and keep the most wealth? Let’s analyze your situation to find the most trustworthy yet innovative wealth-accumulating strategies for your unique position.
ESTATE PLANNING

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ESTATE PLANNING
Your legacy speaks for you when you’re gone. Make sure it accomplishes your wishes with steadfast estate planning from Dias Wealth. We will develop strategies for minimizing estate taxes, avoiding probate, planning for incapacity, transferring wealth, giving to charities, developing trusts, businesses succession, and of course, special circumstances. We can work with your attorney or refer you to one who will structure your wills, trusts, powers of attorney, business entities, etc. to honor your wishes.
CHARITABLE PLANNING

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CHARITABLE PLANNING

Become the philanthropist you’ve always admired AND maximize your tax deductions with charitable planning. With proper charitable planning advice, you may be able to remove your donations from your taxable estate; receive a substantial, immediate tax deduction; and even guarantee income protection.

Our charitable planning services include but are not limited to:

  • Charitable Remainder Trusts (CRTs)
  • Charitable Lead Trusts (CLTs)
  • Foundations
  • Endowments
  • Supporting Organizations
RETIREMENT PLANNING

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RETIREMENT PLANNING
We help you keep the “gold” in your golden years by reducing financial stress and creating more predictable streams of income. By blending current income and future growth – all while protecting you from market risks – we’ll help you make your retirement years the best ones of your life.
BUSINESS PLANNING

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BUSINESS PLANNING

Business plans can include any of the following:

  1. Solo 401(k)
  2. Defined Benefit Plans (Traditional, Cash Balance, and 412(e)(3) “Fully Insured”)
  3. Key Person Insurance
  4. Buy-Sell Cross Purchase or Partnership Agreements
  5. Executive Bonus (or Section 162) Plans
  6. Premium Finance
  7. Split Dollar Arrangements
  8. Captive Insurance Companies
HEALTH CARE PLANNING

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HEALTH CARE PLANNING
Health care planning includes understanding how Medicare works, Part B premiums, the differences between Advantage and Supplement plans, and short-term care. Long-term care plans include traditional long-term care insurance, life insurance policies and annuities with long-term care riders. We’ll work with your existing (or one referred by our firm) elder law attorney to make sure it avoids Medicaid “look-back” and “spend-down.”
ASSET PROTECTION

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ASSET PROTECTION
Learn how to protect assets from creditors, including lawsuits and bankruptcy. Understanding how non-exempt assets can become exempt assets. How annuities with surrender charges can be more beneficial than ones with no surrender charges in certain instances.

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© 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).