Larrea Wealth Management Employee Directory

Financial ServicesNew York, United States0-1 Employees

Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets. 

Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters. 

At Larrea Wealth Management, we act as your personal CFO to help get CEOs, Senior Executives and Managing directors out of the office and enjoy the time with your loved ones all on your own terms. 

Our Senior executives and their families benefit from our unique perspective as we bridge the knowing-doing gap with regards to wealth management and its complexities and implementation. 

Together with his partners, Aquiles Larrea Jr. helps their clients address their five biggest concerns: 
•	Preserving their wealth,
•	Mitigating taxes,
•	Taking care of their heirs, 
•	Ensuring their assets are not unjustly taken,
•	Charitable giving.

Private wealth clients, and business communities first choose when it comes to wealth management is the following: 
1.	The Certified Public Accountant makes certain you pay the least amount of income tax, 
2.	Our Retirement Planners establish a solid plan for your retirement years, 
3.	Our Disability Insurance Specialist ensure you are covered for the whole period, 
4.	Estate Planning Attorney provides protection for your family, 
5.	Practice Consultants ensure that your practice operates at the best level. 

Our best-in-class investment management strategy is so simple that you’ll be delighted to hear that we’ve boiled it down to just 4 steps:
1.	Create Portfolios 
2.	Monitor and Evaluate
3.	Analysis Tools
4.	Trading Activity

We may bring in additional experts to address specific areas in your wealth.
We would work with professionals you are working with so we may integrate their advice and recommendations into our process.

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