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.
As a fiduciary advisor, all of our advice is based on what is best for you, as we act only in your best interest. Not every firm can say this!
Our team consists of Portfolio Managers, Insurance Specialists, Tax Experts,
Estate Attorneys, and many other professionals.
Let’s discuss your goals, timelines, and what we can do to make your money work for you.
“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.
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
- Buy-Sell Agreements
- Premium Finance
- Split Dollar Arrangements
- Key Man Insurance
- Captive Insurance Companies
Health care Planning
Understanding how Medicare works, Part B premiums, the differences between Advantage and Supplement plans, and short-term care.
Long-term care including insurance and alternatives such as life insurance and annuities.
Avoiding Medicaid spend-down
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.
Mastering your financial future starts today
Request your complimentary consultation now. Confidentially is guaranteed.