Miami Wealth Management Corporation

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Investment Accounts

To open an investment account select the correct link for U.S. based clients or non U.S. based clients. U.S. based clients will be presented with a brief risk tolerance questionnaire and prompted to complete the online application. Based on the risk tolerance questionnaire results the account is assigned to one of the appropriate investment models. Non U.S. based international clients will be sent an email link to begin the account opening process. A special account opening link will be provided. Any required documents will be requested and can be uploaded via a secure web portal. Accounts are opened remotely. There is no need to travel to the U.S. to our Miami Florida office.

Income Tax Services

Our income tax preparation and filing services are completed via a secure link. Clients are prompted to fill out a profile questionnaire and upload the required documents to complete the income tax return. The return is completed and provided to the client for final review. After final approval by the client the return is filed electronically directly to the IRS.

Real Estate

Our licensed real estate agents can assist you in the search and buying process. Clients provide us with a description of what type(s) of real estate they are looking for and we begin the search process. Once a property has been identified we prepare and submit the offer on our clients behalf.

Mortgage Loans

Our licensed Mortgage Loan Officers work directly with Rocket Mortgage® the largest mortgage company in the USA. We originate the client loans and work directly with one of the dedicated mortgage loan support bankers at Rocket Mortgage®.

Contact Us
Call 855-727-0160 or email:

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