Dias Wealth
About the Business
Dias Wealth is a finance institution located at 250 International Parkway in Lake Mary, Florida, United States. Specializing in wealth management, tax planning, estate planning, charitable giving, retirement income strategies, and asset protection, Dias Wealth offers personalized financial planning services tailored to each client's individual needs and goals. As fee-only advisors with fiduciary responsibility, the team at Dias Wealth prioritizes the best interests of their clients, providing transparent advice that is focused on preserving principal, maximizing income, and accumulating capital. Led by Carlos Dias Jr., a highly knowledgeable and experienced financial advisor, Dias Wealth is dedicated to helping clients make smart choices to build and protect their wealth. With a range of services including tax planning, estate planning, retirement income strategies, and asset protection, Dias Wealth is committed to helping clients achieve their financial goals and secure their financial future. Contact Dias Wealth today for a complimentary consultation and start your journey towards financial mastery.
Photos
Location & Phone number
250 International Pkwy Suite 134, Lake Mary, FL 32746, United States
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Mr. Dias always delivers an outstanding presentation. His research of the subject matter is very apparent in his presentations and they are very enjoyable to attend."
"Very detailed webinar and Carlos being very knowledgeable on the subjects. Enjoyed the webinar as it gave many facts and insights of the Secure Act."
"Carlos' presentations and information are well-thought out and shared with his attendees. I have taken several of his online classes and enjoyed every one and always learned at one new item from each session. Time well spent."
"Mr. Dias was very informative on the different insurances for specific purposes for each individual. He answered questions timely and thoroughly. I’m lookin forward taking another class with him."
"Mr. Dias is both intelligent in his knowledge and simple in his presentations so it is easy to follow and not too complicated to understand. I would vote for him to be one of CPAacademy's Outstanding Presenters of the year. If you like the subject of one of his presentations, then don't miss his webinar. I always learn lots of new information!"
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