Founding Principal
“Business owners are great at making money but don’t have the time to make it work for them or their families.”
jorge@fdwealth.net
Our Team
As a family owned & operated business, we understand the importance of legacy. Our objective is preserving yours. We have two fundamental beliefs: education and transparency. Our team simplifies complex financial language, ensuring that you understand each of our strategies & their purpose. These strategies aim to give you & your family the tools to achieve financial independence and preserve your legacy.
Our Mission Is Preserving Your Legacy
As a family owned & operated business, we understand the importance of legacy. Our objective is preserving yours. We have two fundamental beliefs: education and transparency. Our team simplifies complex financial language, ensuring that you understand each of our strategies & their purpose.These strategies aim to give you & your family the tools to achieve financial independence and preserve your legacy.
Founding Principal & CCO
“The best way to predict your future is to create it.”
Jennifer@fdwealth.net
Retirement Plan Analyst
“Business owners are great at making money but don’t have the time to make it work for them or their families.”
jorgejr@fdwealth.net
Client Associate
“Anthony graduated from Florida State University with a Bachelor’s degrees.”
anthony@fdwealth.net
Founding Principal
“Business owners are great at making money but don’t have the time to make it work for them or their families.”
jorge@fdwealth.net
Founding Principal & CCO
“The best way to predict your future is to create it.”
Jennifer@fdwealth.net
Retirement Plan Analyst
“Business owners are great at making money but don’t have the time to make it work for them or their families.”
jorgejr@fdwealth.net
Client Associate
“Anthony graduated from Florida State University with a Bachelor’s degrees.”
anthony@fdwealth.net