Larrea Wealth Management

Description

• At Larrea Wealth Management, we act as your personal CFO to help get Latin Executives out of the office and enjoy the time with your loved ones on your own terms.Our Latino executives and their families benefit from our unique perspective as we bridge the knowing-doing gap with regards to wealth management and it's complexities and implementation.Together with his partners, Aquiles helps clients address their five biggest concerns:Preserving their wealth Mitigating taxesTaking care of their heirsEnsuring their assets are not unjustly taken Charitable givingThis approach helps our executives and their families make us the firm of choice within the community.Our team may also include the following disciplines:Certified Public Accountant-to make certain you pay the least amount of income taxRetirement Planner- to establish a solid plan for your retirement yearsDisability Insurance Specialist- to ensure you are covered if you become injured or sickEstate Planning Attorney- to provide for your heirsPractice Consultant- to ensure that your practice operates at the most efficient level possibleWe may bring in additional experts to address specific areas in your wealth plan.We would also welcome any professionals you are personally working with so we may integrate their advice and recommendations into our process.To schedule your complimentary 90-minute Discovery Meeting to explore every aspect of your wealth from wealth creation to wealth protection to preserving your legacy.Please call us at directly at (212) 390 8918 or email us at info@larreawealth.com
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  Headquarters:77 Water Street , New York, New York, United States

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  Phone Number: +1 212-390-8918

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  Website: https://www.larreawealth.com

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  Employees:1

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  Revenue:$0 - 1M

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  Legal Name:Larrea Wealth Management

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• |  NAICS Code: 523930  |

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