Miami Wealth Management® is a closely held private wealth Management firm. We provide comprehensive wealth solutions to our clients (both US based and Non US based) our clients can avail themselves to our services individually or all inclusive. Services include; Fee Based Investment Portfolio Management, Income Tax Services, Real Estate Buyers Agent Services and Mortgage Loan Origination. Investment accounts are opened online via our secure web portal. There is no minimum account balance required. Income Tax Services can be completed remotely as well. For clients wishing to purchase real estate we will assist in the search and purchase process from beginning to closing. Through our affiliation with Rocket Mortgage® the largest mortgage lender in the country we provide Mortgage Loan Origination services.
We look forward to serving you.