Larrea Wealth Management

CONNECT

Address:

77 Water Street, 8th floor
New York, NY 10005

Phone:

212 390 8918

Fax/Other:

212 390 8913

Experience the Difference

 

Larrea Wealth Management offers the following services:

 

Portfolio Management

Our 4-step investment process leverages well over 30 years of collective investment management expertise on the part of our senior professional staff.

Wealth Plan

Our team of specialists will design a plan that directs you from your current financial situation, towards financial freedom. Because the only constant in life is change, we will provide regular reviews and modifications, assuring that your Wealth Plan is current and dynamic.

Risk Management

Our team of specialists will identify the risks which could be catastrophic to your portfolio and to your family. We will evaluate life, long-term care, and disability coverage.

Estate Planning

Upon death, you can leave your money to your family, your charities, or to the government....and you must choose two out of three. Our specialists will maximize the distribution of wealth to meet your objectives. We will establish a comprehensive estate plan that leaves little to chance.

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