Welcome to Suarez Wealth Management! We specialize in helping to guide individuals, families, and businesses towards achieving their financial aspirations through personalized financial management strategies. With a deep commitment to understanding our clients' unique needs and goals, we provide financial planning and investment management services tailored to each client's situation.
1 customer review
Kathleen C.
I’ve worked with several financial professionals over the years, but none compare to JP. From day one, he took the time to truly understand my goals, concerns, and long-term vision.
His strategic approach, deep industry knowledge, and ability to explain complex financial concepts in an easy-to-understand way have been invaluable. He truly went above and beyond to help me create a path to financial freedom and I’m very grateful for the outcome.
What sets JP apart is his genuine commitment to my success. He doesn’t just offer cookie-cutter advice—he tailors every recommendation to my specific needs, whether it’s investment strategies or long-term wealth management. I always feel confident that my finances are in the best hands.
Beyond his expertise, JP is incredibly responsive, professional, and proactive. He anticipates potential challenges before they arise and adjust strategies accordingly, ensuring I stay on track no matter what the market is doing.
If you’re looking for a financial advisor who is knowledgeable, trustworthy, and truly invested in your success, I can’t recommend JP and the Suarez Wealth Management team highly enough!
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Financial Planning
Building a comprehensive plan designed to help individuals and businesses manage their finances effectively, set long-term financial goals, and develop strategies to achieve those goals. The service typically involves a deep assessment of your current financial situation, understanding your life goals, and creating a personalized plan to guide your financial decisions.
Investment Advice and Portfolio Management
Comprehensive service designed to assess, evaluate, and optimize your investment portfolio to ensure it aligns with your financial goals, risk tolerance, and market conditions. It involves a detailed analysis of your current investments, strategies for improving performance, and adjustments to keep your portfolio on track.
Retirement Planning
A specialized financial service designed to help individuals prepare for a financially secure and comfortable retirement. A retirement planning service takes into account your current financial situation, future goals, and the various financial challenges you may face in retirement. It involves creating a detailed strategy to save, invest, and manage your finances to ensure you can enjoy your retirement years without financial stress.
Tax Planning and Optimization
Services aimed at minimizing tax liabilities and maximizing tax efficiency through strategic planning. The goal is to create a comprehensive tax strategy that aligns with your financial objectives, reduces the amount of taxes you owe, and helps you keep more of your income and investment returns. This service involves careful consideration of current tax laws, tax-saving opportunities, and personalized strategies that adapt to your financial situation.
Estate Planning
The process of creating a plan to organizing your assets, preparing for your eventual incapacity or death, and ensuring that your wishes are carried out efficiently and according to your preferences. It involves engaging Estate Planning attorneys to build a set of legal documents and strategies to manage and transfer your wealth in a way that minimizes taxes, avoids legal complications, and protects your loved ones. Estate planning services provide expert guidance in creating a personalized plan that reflects your wishes, secures your legacy, and helps ensure that your estate is managed with ease.
Insurance and Risk Management
The primary goal of insurance and risk management services is to ensure that clients have the proper coverage to protect their assets and income, while minimizing the impact of financial loss in case of a disaster or adverse event.
Cash Flow and Budgeting
Cash flow and budgeting assistance services are designed to help individuals and businesses manage their income and expenses effectively, ensuring financial stability and long-term success. These services provide expert guidance in tracking, organizing, and optimizing cash flow, allowing clients to make informed financial decisions, reduce debt, and save for future goals. Whether you're trying to get a handle on personal finances, manage business cash flow, or set up a budgeting system, these services help you create a clear, actionable plan to control and grow your finances.
Business Financial Planning
Services designed to help business owners plan for the transition of ownership and management in case of retirement or unexpected events. Assisting businesses in setting up retirement plans (e.g., 401(k), SEP IRA, pension) for employees. Analyzing a business’s financials, including revenue, expenses, and profitability, and advising on improvements. In addition to helping business owners determine the value of their business and plan for its sale or transition.
