Dias Wealth is a financial services firm dedicated to simplifying the complex world of financial planning.
Dias Wealth, a leading financial services firm headquartered in Lake Mary, Florida, is excited to announce the expansion of its services to two Florida cities, Tampa and Palm Beach. The strategic rollout comes in response to the company’s strong growth and success in the Orlando and Daytona Beach areas.
Dias Wealth, a leading financial services firm headquartered in Lake Mary, Florida, is excited to announce the expansion of its services to three Florida cities: Naples, Tampa and West Palm Beach. The strategic rollout comes in response to the company’s strong growth and success in the Orlando and Daytona Beach areas.
“Dias Wealth has long been recognized for its unwavering commitment to providing exceptional financial advisory services, a reputation that has earned the trust of clients across Central Florida,” said Carlos Dias, President of Dias Wealth, “With the opening of these new service locations in Tampa and Palm Beach, we’re poised to deliver the same excellence to even more clientele throughout our great state.”
The firm offers a wide range of financial products and services, designed to address the unique financial goals and challenges faced by their clients. These services include annuities, life and long-term care insurance, expert investment guidance, and custom 401(k) plans, tailored to benefit both employers and employees. According to the company, experience has shown that a well-structured 401(k) plan can be a powerful tool for attracting and retaining top talent while providing employees with valuable retirement benefits.
Additional services offered by Dias Wealth include:
- 402(a) fiduciary services for business 401(k) plans
- Financial planning for business owners
- Retirement planning for retirees
- A family office for professional athletes
The opening of the new offices has been highly anticipated by clients who expressed their desire for a local Dias Wealth office after having had the opportunity to work with the firm through remote video conferencing services. Building on this demand, the expansion into Tampa and Palm Beach is part of Dias Wealth’s overarching strategy to increase its presence throughout Florida over the coming years, ensuring that top-notch financial services are accessible to clients across the region.
For more information on working with Dias Wealth, visit their website at diaswealth.com
About Dias Wealth, LLC.
Dias Wealth is a financial services firm dedicated to simplifying the complex world of financial planning for high-income and high-net-worth individuals, business owners, retirees, and professional athletes. With a steadfast commitment to clients’ needs and goals, Dias Wealth strives to provide top-notch financial services, securing the financial futures of clients across Florida and beyond.
Investment Advisory Services are offered through Dias Wealth, LLC, a Registered Investment Advisor (CRD # 304465). Dias Wealth, LLC is registered with the State of Florida Office of Financial Regulation and may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Insurance and annuities are offered through Dias Financial, LLC.
Carlos Dias, Jr.
250 International Pkwy Ste 134