Larrea Wealth Management

Larrea Wealth Management is a privately owned, Manhattan-based independent financial advisory firm, dedicated to providing expert financial advice to a wide range of clients. With millions of dollars in assets under management, our team of specialists is committed to helping individuals, corporations, trusts, and charities achieve their financial goals.

Our Mission

Our mission is to provide a tailored, easy-to-understand service to match the exact needs of each client. We pride ourselves on being highly recommended by our clients, most of whom have been with us for many years. Our team-based approach delivers a unique blend of specialist skills, linking financial planning, tax-efficient structuring, and management of the underlying assets.

Our Services

At Larrea Wealth Management, we offer a comprehensive range of services designed to help you achieve your financial goals. Our services include:

• Investment Management: We create and manage customized investment portfolios tailored to your individual needs and goals.
• Risk Management: We monitor and manage risk levels to ensure your capital is protected during times of market volatility.
• Financial Planning: We provide expert financial advice and planning to help you achieve your financial goals.
• Tax Planning: We utilize tax-efficient structuring to minimize your tax liability.
• Wealth Protection: We work to protect your wealth from market fluctuations and unexpected events.

Our Investment Strategy

Our investment strategy is built around a 4-step process:

1. Create Portfolios: We create portfolios based on asset and sector classes believed to be in a long-term uptrend.

2. Monitor and Evaluate: We monitor and evaluate non-proprietary investment vehicles for utilization in your portfolios.

3. Analysis Tools: We utilize multiple quantitative analysis tools to optimize our buy/sell decision-making process.

4. Trading Activity: We track the public trading activity of key management in selected sectors to enhance the investment entry and exit planning process.

Asset Classes and Sectors

We offer a broadly diversified list of asset classes and investment sectors, including:

• Preferred stocks
• Large capitalization stocks
• Emerging market securities
• Market neutral strategies
• Convertible bonds
• Treasury Inflation-Protected Securities
• Municipal bonds
• High-yield bonds
• Corporate bonds
• Government securities
• Precious metals
• Managed futures
• Master limited partnerships
• Energy
• Agriculture

Risk Management

We believe that effective risk management is critical to protecting your wealth. Our team continuously monitors the investment landscape to identify and mitigate potential risks.

Get Started

At Larrea Wealth Management, we are committed to providing you with personalized service and expertise to help you achieve your financial goals. Contact us today to schedule an appointment and take the first step towards securing your financial future.