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.
WE'VE HAD THE HONOR OF BEING FEATURED IN SOME OF THE TOP PUBLICATIONS IN THE WORLD.
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
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)
- Supporting Organizations
Business plans can include any of the following:
- Solo 401(k)
- Defined Benefit Plans (Traditional, Cash Balance, and 412(e)(3) “Fully Insured”)
- Key Person Insurance
- Buy-Sell Cross Purchase or Partnership Agreements
- Executive Bonus (or Section 162) Plans
- Premium Finance
- Split Dollar Arrangements
- Captive Insurance Companies