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Written by experienced wealth manager Aquiles Larrea, the book gives readers a framework for coordinating their entire financial lives that empowers them to:
• solve their biggest financial challenges
• capture new financial opportunities
• position their wealth to build the life they truly want for themselves and their families.
Confronting the many challenges
Successful Latinos and their families share numerous financial concerns and goals today. Chief among them:
• Growing and preserving wealth to meet life’s most important goals and achieve financial freedom and independence.
• Gaining the knowledge and confidence to manage wealth effectively and maximize the positive impact it can have on family and community.
• Building successful businesses that thrive for years—and generations—to come.
• Transferring wealth to heirs to ensure that loved ones have a strong financial foundation on which to build meaningful lives.
• Protecting wealth from those who would take it unjustly.
• Using wealth to make a difference in the lives of family, friends, community and the world at large.
The comprehensive wealth management solution
Addressing these many and diverse issues requires a comprehensive approach—one that brings together a broad range of resources and expertise to coordinate all the strategies that must work together to build true, meaningful and lasting financial success.
That approach is comprehensive wealth management—a framework for making smart financial decisions that consists of three key components:
1. Investment Consulting—investing assets to achieve the growth and preservation needed to reach key financial goals.
2. Advanced Planning—solving the most important non-investment objectives, including reducing taxes, passing wealth on to heirs, safeguarding assets and having a charitable impact.
3. Relationship Management—assembling and managing a network of experts to help create and oversee a wealth management plan for financial success.
There’s no question that comprehensive wealth management stands in stark contrast to how the vast majority of Latino entrepreneurs and executives—as well as most financial professionals—make decisions about the most important aspects of their financial lives.
Armed with the information, insights and strategies outlined in Your Money and You: The Ultimate Guide to Wealth Management for Latino Entrepreneurs and Executives, successful Latinos and their families will find themselves better able than ever before to build, preserve, protect and leverage the wealth they have worked so hard to create.
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As founder and CEO of Larrea Wealth Management, Aquiles Larrea Jr. acts as the personal CFO to successful Latino executives and entrepreneurs, helping them pursue the passion- and purpose-filled lives they envision—on their own terms.
Aquiles’ passion for helping successful Latino professionals and their families make smart financial decisions stems from his own entrepreneurial background and from witnessing his mother’s challenges after she was laid off due to downsizing in the garment industry.
For the last 20 years, Aquiles has helped clients transform their professional and personal lives. In 2002, he started Larrea Wealth Management with one key mission: To help successful Latinos and their families achieve financial freedom by providing them with a comprehensive wealth management experience delivered by a highly skilled team of experts.
Aquiles put himself through college and earned a Bachelor of Science degree from St. John’s University. A lifelong student of the martial arts, he holds a Third-Degree black-belt in Shotokan Karate and was a member of the U.S. World Cup Karate Team.
Aquiles lives in Manhattan with his wife, Rosabelle, and their two children, Aquiles and Alexandria.
