Our Services

For over 53 years, WealthUSA, under the leadership of Osvaldo Morales has been providing financial services to individuals, professionals, and business owners. We design customized strategies to help clients create wealth, set lucrative goals, and plan for a rewarding retirement. Mr. Morales also helps families plan for the complicated educational planning.

  • Retirement Planning
  • Estate Planning
  • Pension Planning
  • Business Tax Planning
  • Asset Protection
  • Business Valuation
  • 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
  • College Planning

Download Our Free Ebook

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Free Guide: Will Tax Reform Impact You?

The new tax laws in 2018 could bring significant changes to your tax strategy. Download our free ebook, "5 Things You Need to Know About Tax Reform."



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