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Larrea Wealth Management

77 Water Street, 8th floor
New York, NY 10005
Phone:
  • 212 390 8918
Fax:
  • 212 390 8913

Contact Us

Please feel free to contact us with any questions.

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Helping Create Your Own Empanada of Success!

Brand New Book:

Now out on Amazon, Ibooks, B&N.com and more retailers!

Your Money and You The Ultimate Wealth Guide for Latino Entrepreneurs and Executives Create you "Empanada of Success" 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Click Here to get your copy now!

 


For a Complimentary Consultation please click here.

 

Helping Create an Empanada of Success!

At Larrea Wealth Management, we act as the personal CFO to help get Latino and Latina Executives, and Entrepreneurs out of the office and enjoy the time with your loved ones on your own terms.

Living the life that you imagined!

Our Clients further benefit from our unique perspective as we bridge the knowing-doing gap with regards to wealth management and it's complexities and implementation.

Together with his elite partners, we help create your own "Empanada of Success"


Aquiles helps 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

This approach helps our clients and their families make us the firm of choice within the community.

Our team may also include the following disciplines:

Certified Public Accountant
-to make certain you pay the least amount of income tax

Retirement Planner
- to establish a solid plan for your retirement years

Disability Insurance Specialist
- to ensure you are covered if you become injured or sick

Estate Planning Attorney
- to provide for your heirs

Practice Consultant
- to ensure that your practice operates at the most efficient level possible

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

If you qualify, we willschedule your complimentary 90-minute Discovery Meeting to explore every aspect of your wealth… from wealth creation to wealth protection to preserving your legacy.

Please call us at directly at 
(212) 390 8918 Option 1

 

Email: info@larreawealth.com

 

Why I am an Advisor - Aquiles Larrea from GuideVine on Vimeo.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck