About Our Firm

Client Centered

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. We plan for both US citizens and foreign nationals. We also help individual and businesses on wealth accumulation, retirement distribution planning, business continuation planning, non-qualified deferred compensation, wills, trusts, and much more.

We work with high net worth individuals in USA, Central, South America, Mexico, Dominican Republic and the rest of the caribbean

In addition, we provide the most sophisticated college funding planning strategies to help families pay for their children's education without having to deplete their retirement funds or without having to mortgage their homes. Please visit our college financial planning website: www.collegeprofessionaladvisors.com

We listen to our clients' needs and then design customized strategies utilizing financial products to help meet their goals and objectives.

Our process involves gathering facts, making observations and recommendations, then taking corrective actions. We deliver solutions that help our clients plan for retirement, preserve their estate for their love ones, and conserve their assets during their lifetimes.

Knowledge is power.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets.

Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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