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Best Wealth Advisors in Miami
Best Miami Wealth Managers
Miami has long been a center of financial growth, with its vibrant mix of global business, diverse communities, and thriving entrepreneurial culture. In such a dynamic setting, having the right wealth advisor can be the key to preserving, growing, and transferring wealth effectively. These professionals don’t just guide investment decisions; they provide peace of mind by aligning strategies with life goals, family priorities, and future aspirations. Our curated list highlights the best wealth advisors and wealth managers in Miami, each of whom brings unique expertise, personal dedication, and proven results to their clients.
At Digital Reference, we connect individuals and organizations with trusted wealth advisors and wealth managers who are making an impact in Miami. Through our careful research and selection, we shine a spotlight on professionals who combine technical excellence with genuine commitment to their clients’ success.
🔦 Methodology: How We Chose These Miami-based Wealth Advisors
We carefully curated this list of standout wealth advisors in Miami based on specific criteria designed to identify trusted leaders in the profession:
✨ Research-driven: Verified public results, case studies, frameworks.
🗣️ Client-reviewed: Real feedback, proven ROI.
🏆 Industry-recognition: Awards, speaking engagements, and thought leadership in wealth advising.
📍 Location-based: Advisors and firms deeply rooted in the Miami area.
Before we dive into the consultant spotlights, here’s your chance to meet the professionals setting the standard for financial planning and wealth management in Miami.
🌟 Meet the Wealth Advisors Making Things Happen in Miami
🔶 Raul Rohr
Managing Director - Global Private Wealth Advisor at ROHR Private Wealth Management
Raul Rohr, CPWA®, is the founder of Rohr Private Wealth Management, where he has built a thriving practice rooted in trust, strategy, and precision. With his Certified Private Wealth Advisor designation, Raul specializes in serving high-net-worth families and business owners, guiding them through advanced planning challenges that extend beyond traditional investment strategies. His approach combines technical expertise with an understanding of the complexities of wealth in today’s evolving markets.
In Miami, Raul has become a go-to advisor for those navigating multi-generational wealth transfer and tax-efficient strategies. His work is marked by attention to detail and a global perspective, reflecting Miami’s role as an international hub. Beyond client success, Raul is recognized for sharing expertise in community initiatives and professional circles.
💡Why Raul Rohr stands out as a Wealth Advisor
📘 Expertise in high-net-worth and multi-generational wealth planning
⚖️ Skilled at tax-efficient strategies for long-term preservation
🌟 Known for precision and technical mastery in wealth management
🤝 Deeply rooted in Miami’s international financial landscape
🔶 Marcelo Zinn
President and Wealth Advisor at Maredin Wealth Advisors
Marcelo Zinn is the founder of Maredin Wealth Advisors, a firm dedicated to providing independent, holistic financial guidance. Marcelo’s career reflects both entrepreneurial drive and financial expertise, as he has worked with a broad spectrum of clients to design strategies that support growth, preservation, and legacy. His firm’s ethos emphasizes independence, transparency, and the flexibility to address each client’s unique goals.
Marcelo is recognized for his comprehensive approach to wealth advising, blending investment management with retirement planning, estate considerations, and risk management. His leadership style reflects Miami’s entrepreneurial spirit, and he is admired for building long-lasting client relationships grounded in trust.
💡Why Marcelo Zinn stands out as a Wealth Advisor
🚀 Entrepreneurial founder with a client-first mindset
📊 Provides holistic strategies across investments, retirement, and estate planning
💡 Recognized for tailoring wealth strategies to unique family goals
🤝 Builds enduring relationships grounded in independence and trust
🔶 Omar A. Morillo
Founder- Senior Wealth Advisor at Imperio Wealth Advisors
Omar A. Morillo, CFP®, is the founder of Imperio Wealth Advisors, where he serves clients with clarity, confidence, and strategic foresight. His career as a Certified Financial Planner® reflects a deep commitment to fiduciary values, ensuring that client interests always come first. Omar’s background includes years of experience helping families and entrepreneurs navigate financial decisions, with particular expertise in goal-driven planning.
Omar is celebrated in Miami for his educational and approachable advisory style, which ensures clients fully understand their strategies. He focuses on wealth accumulation, retirement planning, and family-focused financial strategies that align with personal values. His leadership has positioned him as a trusted resource in the community.
💡Why Omar Morillo stands out as a Wealth Advisor
📘 Certified Financial Planner® with fiduciary-first principles
📊 Strong expertise in retirement and family wealth strategies
🌟 Known for approachable, education-focused advising
🤝 Trusted advisor for both families and entrepreneurs in Miami
🔶 Cathy Pareto
CEO and Founder at Azzendo Wealth Advisors
Cathy Pareto, MBA, CFP®, is the founder of Azzendo Wealth Advisors and a widely respected figure in Miami’s wealth management sector. With a strong academic foundation in business and years of experience in financial planning, Cathy has built a practice that is both technically rigorous and deeply personal. She is celebrated for her advocacy of diversity in finance and her commitment to educating clients at every stage of wealth building.
Her influence extends well beyond her firm. Cathy is often featured in media outlets for her expertise, and she is recognized nationally as one of the leading female voices in wealth advising. She is especially admired for her dedication to empowering women and families through financial literacy and long-term planning.
💡Why Cathy Pareto stands out as a Wealth Advisor
🌟 Nationally recognized thought leader in wealth management
📘 Advocate for women and families in financial planning
🎓 Strong academic and professional foundation (MBA, CFP®)
💬 Frequently featured for financial expertise in media and public forums
🔶 Joel Kamphuis
Co Founder/ Sr. Wealth Advisor at KM Wealth Management
Joel Kamphuis is the founder of KM Wealth Management, where he brings a mission-driven approach to financial advising. His career highlights a commitment to helping families and business owners align financial strategies with personal values and long-term goals. Joel’s firm reflects his dedication to independence and his belief in the importance of relationships built on trust.
In Miami, Joel is recognized for his clear and thoughtful financial strategies, which balance investments with broader planning considerations. His approachable style and ability to simplify complex topics have made him a valued partner to clients across generations.
💡Why Joel Kamphuis stands out as a Wealth Advisor
🤝 Known for a mission-driven and client-focused approach
📘 Provides clear and transparent financial guidance
🌟 Skilled at balancing investment strategy with long-term goals
💡 Builds strong, enduring client relationships
🔶 Stephen Santangelo
Founder and President at Matriarch Wealth Management
Stephen Santangelo, CFA, CAIA, is the founder of Matriarch Wealth Management, where he blends deep institutional experience with a personalized advisory style. With both CFA and CAIA designations, Stephen brings world-class investment expertise to his clients, focusing on sophisticated strategies that serve families, business leaders, and institutions. His career reflects both technical mastery and entrepreneurial drive.
In Miami, Stephen is recognized for his expertise in alternative investments and portfolio design, making him a go-to advisor for clients seeking diversification. His leadership is also marked by a dedication to education, ensuring clients understand the rationale behind every decision.
💡Why Stephen Santangelo stands out as a Wealth Advisor
📊 Holds elite credentials (CFA, CAIA) in investment management
🌎 Expertise in alternative investments and portfolio diversification
💡 Known for bringing institutional-level strategies to private clients
🤝 Dedicated to education and transparent client communication
🔶 Alexandra Caraballo Valdes
Wealth Advisor at Azzendo Wealth Advisors
Alexandra Caraballo Valdes is a Miami-based wealth advisor whose career reflects a commitment to financial empowerment and client-focused strategies. With a strong foundation in financial planning, she works with individuals and families to create plans that align with both immediate goals and long-term security. Alexandra’s approach is characterized by accessibility, adaptability, and clear communication.
She is recognized for her emphasis on education and inclusion, helping clients of all backgrounds gain confidence in their financial journeys. Her role in the Miami advisory community highlights her as a fresh, modern voice dedicated to guiding clients through evolving financial landscapes.
💡Why Alexandra Caraballo Valdes stands out as a Wealth Advisor
🌟 Recognized for inclusive and educational wealth advising
📘 Strong foundation in family-focused financial planning
💡 Modern approach tailored to today’s evolving financial needs
🤝 Builds client trust through accessibility and open communication
🔶 Christopher Gruchacz
Vice President, Senior Wealth Advisor at Calamos Wealth Management
Christopher Gruchacz is a seasoned financial professional with over 30 years of comprehensive advisory experience. Currently serving as a Vice President and Senior Wealth Advisor at Calamos Wealth Management, he brings a wealth of knowledge to his clients. Prior to joining Calamos, Chris held senior-level investment management positions, demonstrating his extensive expertise in the financial sector.
💡 Why Christopher Gruchacz stands out
🌟 Decades of comprehensive advisory experience
📊 Proven track record in investment management
🤝 Dedicated to building long-term client relationships
📈 Expert in navigating complex financial landscapes
Building Financial Strength and Wealth in Miami with Expert Guidance
Miami’s wealth advisors play a vital role in guiding individuals and businesses through the city’s dynamic financial landscape. Their expertise spans investment strategies, tax-efficient planning, and wealth preservation, ensuring clients have the tools to navigate both opportunities and challenges. With advanced certifications like CFP®, CFA, CAIA, and CPWA®, they bring rigor and credibility to every financial decision. Their achievements highlight a balance of technical skill and strategic foresight, making them highly effective in delivering tailored financial solutions. By combining deep industry knowledge with proven results, they stand out as trusted advisors contributing to Miami’s long-term financial resilience.
At Digital Reference, radical authenticity is the standard that ensures insights are both transparent and actionable. This approach is essential because authenticity creates the trust needed for professionals and organizations to make decisions with confidence.
Explore more from digital reference to uncover perspectives that strengthen financial understanding and support smarter planning:
- Wealth Management Consulting Services in Australia
- Wealth Management Consulting Services in Canada
- Wealth Management Consulting Services in the USA
- Wealth Management Consulting Services in the UK
Miami’s financial community thrives because of advisors who bring both discipline and vision to their work. Their guidance helps clients manage complexity, preserve wealth, and pursue meaningful growth with clarity. In a world where financial strategies must be both adaptable and reliable, the right reference point becomes indispensable. That’s why your trusted guide is Digital Reference.
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