Larrea Wealth Management Email Format

Financial ServicesNew York, United States1 Employees

Larrea Wealth Management operates in the financial services sector, offering a team-based approach that integrates financial planning, tax-efficient structuring, and asset management. The firm positions itself as a personal CFO for executives, private individuals, companies, trusts, and charities, aiming to align wealth management with clients’ broader needs and time with family. Based in New York, the company emphasizes addressing key concerns such as preserving wealth, mitigating taxes, safeguarding heirs, preventing unjust asset loss, and charitable giving, while coordinating with specialists like CPAs, retirement planners, disability insurance experts, estate planning attorneys, and practice consultants. The approach described centers on building tailored portfolios, ongoing monitoring, and analytic tools to guide trading activity, with flexibility to involve additional experts as needed. The business appears to serve high-net-worth individuals and professional communities seeking integrated wealth management solutions. } }

Sign up for free to view info

Company overview Employee directory