The Cost of Procrastination Exit Strategies of the Rich and Famous Your DNA Test The Power of Tax-Deferred Growth Should You Tap Retirement Savings to Fund College? Should You Ever Retire? It May Be Time for a Financial Checkup A Fruitful Retirement: Social Security Benefit Acres of Diamonds Surprises

Welcome to WealthUSA, LLC

WealthUSA, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized strategies are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

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Our Company

WealthUSA, LLC and its professional staff assist individuals, business owners, and professionals by providing retirement planning, estate planning, asset protection, business succesion planning and college financial planning. 

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Our Services

  • Retirement Planning techniques using Leverage
  • Leverage Planning Strategies to help you funding retirement, college funding, estate planning, and/or business needs such as Buy & Sell Agreements, Key Man coverage, Deferred Compensation, and any or all needs arising of doing business
  • Financial Aid Award Estimates for an unlimited number of colleges and universities
  • Calculation of your EFC (Expected Family Contribution)
  • Tax efficient borrowing strategies
  • FAFSA completion
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Meet Our Team

Osvaldo R. Morales

Nicole L Nasajon

Nicole Corona

Henry Llorella

Gabor Simmonds


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