601 E Dania Beach Blvd, Unit 1019, Dania Beach, FL 33004

786-503-9209
seminars@wealthusa.com
Schedule Appointment

Meet the Team

 At our firm, we have the client—and only the client—in mind.

At WealthUSA, we put you first—always. Our mission is simple: we focus entirely on your financial success and well-being. Every decision we make and every strategy we craft is built around your unique needs, challenges, and aspirations.

Our passion for helping others stems from a very personal place. Time and again, we've witnessed friends and family struggle to find the guidance they needed to secure their financial futures. This experience fuels our dedication to making financial clarity accessible to everyone. With over 50 years in the financial services industry, our deep expertise and commitment to educating our clients make us uniquely positioned to help you prepare for a confident and secure future.

A Team Approach

At our firm, we have the client—and only the client—in mind.

We believe in the power of collaboration. By taking a team approach, we can provide you with comprehensive insights and perspectives, bringing together professionals with diverse backgrounds, education, and experience. Together, we help you navigate the complexities of the financial world with ease, comfort, and confidence.

We know that no one strategy fits everyone—which is why our approach is always tailored to you. From the initial planning phase to execution and ongoing support, we ensure that you receive the individualized attention you deserve. We actively work with you to create and refine strategies that align with your financial goals, and we take pride in delivering proactive, forward-thinking advice at every step of the way.

We invite you to discover the WealthUSA difference—a partner who listens, educates, and takes action to help you achieve your financial dreams.

Osvaldo Morales

Osvaldo R. Morales, JD, MSFS, ChFC, CLU, TPCP, RIVP

CEO & Co-Founder

786-282-8787

osvaldo@wealthusa.com

For over 60 years, Osvaldo Morales has been providing expert retirement planning, financial planning, college financial solutions, asset protection and estate planning services to individuals, professionals and business owners. His...

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Nicole Corona Pictet

Nicole Corona Pictet, JD, LL.M

Attorney at Law

Mrs. Corona Pictet graduated from the University of Miami School of Law and continued her legal education by obtaining an advanced law degree (LL.M) from the UM. Her practice focuses in the protection of clients' assets and...

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Paola Gonzalez-Martino

Paola Gonzalez-Martino

Financial Advisor - Vice President

786-201-0955

pmartino425@gmail.com

Paola Gonzalez-Martino brings a unique blend of financial insight, strategic relationship management, and human-centered leadership to WealthUSA. She holds a Bachelor’s degree in Psychology from Florida International University and has...
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Patrick Cotter

Patrick Cotter

President Co-Founder

(954) 899-8584

patrick@cotterfinancialgroup.com

Patrick Cotter Patrick is a dedicated financial advisor specializing in guiding individuals approaching retirement through the complexities of financial planning. With extensive experience in retirement planning, investment management,...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.