Our Mission

We understand our Hispanic community's concerns and barriers to finding good financial advisors & solutions to help achieve your financial objectives. By specializing and dedicating our efforts to Hispanic business owners, professionals, and independent contractors, we can better serve our culture and make a difference in helping raise our community's financial well-being in this country.

We are committed to developing strong, long-term relationships with our clients, we use a holistic approach to wealth management, first by knowing what’s important to you and then helping you align your time and resources to what actually matters.

Meet the Advisors

We design and implement a variety of accumulation and retirement income plans, offering insurance products and mutual funds. We offer a consistent process to ensure management of investment assets according to your risk tolerances and expected returns meet your investment goals. We then monitor your plan on a continual basis and adjust and evolve as your needs change.

Years Combined Experience

500

Clients Served

We offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle.

Executive Benefits
Succession planning
Key Person Insurance

Buy-Sell Agreements
401(k) Set up
Group Benefits

Asset Protection

There are numerous financial strategies and retirement income strategies that can help you accumulate assets for the future, protect your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Estate Planning

A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected. We will work with you and your advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your family’s needs.

401(k) and IRA Rollovers

When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer's plan is an option, a rollover can be a consideration.

Founding Partner

If you want to go fast, GO ALONE. If you want to go far, GO TOGETHER.

Our Process

Understanding, Identifying and selecting client’s goals

Clarify concerns and objectives, Initial meeting virtual or in person.

Analyzing current course of action and potential alternatives.

Provide a clear analysis of your financial information.

Developing recommendations

Based on our conversations and analysis, we can recommend the steps that it will take to help you achieve your financial objectives.

Presenting Recommendations

Explain different options and course of action.

Implementing Recommendations

Determine and secure the most efficient and cost effective tools to achieve your goals.

Monitoring progress and updating

Review and adjust your plans regularly.

Financial Planning Pyramid

Before we build a financial pyramid, we need to construct a strong foundation and protection first, continue with a risk and tax diversified approach to your accumulation goals and finally implement strategies to help you keep more of what you’ve saved.

How A Financial Advisor Can Help You Achieve Financial Wellness

Paying bills, managing credit, saving for retirement – it can seem overwhelming. With an abundance of solutions, products, and tools available, it’s difficult to know what’s best for your situation. It’s even more difficult when your financial story is separated across accounts, each holding a piece of the bigger picture.

Learn more

Financial planning firm specializing in wealth and investment management for Hispanic professionals, business owners, and independent contractors.

We recognize and address Hispanic individuals’ and families’ culturally specific financial needs and circumstances.

We proudly offer access to financial literacy resources and education tailored to our Hispanic communities.

Schedule a meeting with Argenis

Our Mission

Years Combined Experience

Clients Served

Asset Protection

Estate Planning

401(k) and IRA Rollovers

Founding Partner

Our Process

Understanding, Identifying and selecting client’s goals

Analyzing current course of action and potential alternatives.

Developing recommendations

Presenting Recommendations

Implementing Recommendations

Monitoring progress and updating

Financial Planning Pyramid

How A Financial Advisor Can Help You Achieve Financial Wellness

Resources

CALCULATORS

ARTICLES

FLIPBOOKS

VIDEOS

GLOSSARY

NEWSLETTERS

Our Locations

How to Handle Market Declines

BlackRock Global Outlook 2023

The Callan Periodic Table of Investment Returns

Financial planning firm specializing in wealth and investment management for Hispanic professionals, business owners, and independent contractors.

We recognize and address Hispanic individuals’ and families’ culturally specific financial needs and circumstances.

We proudly offer access to financial literacy resources and education tailored to our Hispanic communities.

Schedule a meeting with Argenis

Our Mission

Years Combined Experience

Clients Served

Asset Protection

Estate Planning

401(k) and IRA Rollovers

Founding Partner

Our Process

Understanding, Identifying and selecting client’s goals

Analyzing current course of action and potential alternatives.

Developing recommendations

Presenting Recommendations

Implementing Recommendations

Monitoring progress and updating

Financial Planning Pyramid

How A Financial Advisor Can Help You Achieve Financial Wellness

Do something today that your future self will thank you for. Contact Us

Resources

CALCULATORS

ARTICLES

FLIPBOOKS

VIDEOS

GLOSSARY

NEWSLETTERS

Our Locations

How to Handle Market Declines

BlackRock Global Outlook 2023

The Callan Periodic Table of Investment Returns