Larrea Wealth Management is a privately owned, Manhattan-based independent financial advisory firm founded in 2002 by Aquiles Larrea Jr. The firm specializes in serving successful Latino executives and entrepreneurs, offering a comprehensive wealth management experience delivered by a highly skilled team of experts. Their services encompass financial planning, tax-efficient structuring, and management of underlying assets, aiming to help clients achieve financial freedom and spend more time with their loved ones. Larrea Wealth Management employs a four-step investment management process: creating portfolios based on long-term asset and sector trends, monitoring and evaluating non-proprietary investment vehicles, utilizing quantitative analysis tools, and tracking public trading activity of key management in selected sectors. With a focus on personalized service and a team-based approach, the firm assists a diverse clientele, including private individuals, companies, trusts, and charities, in navigating the complexities of wealth management. citeturn0search0turn0search1