Wealth Management Services

Jaime Santiago, CPA has been providing strategic wealth management services to families and individuals in the Orlando, FL area for years.

Our financial advisement and investment management services are tailored to meet your specific needs and include the facilitation of professional relationships with your attorney, insurance consultant, trust officer and bank. 

Our wealth management services are perfect for:

  • Working professionals and business owners who are too busy too manage their assets
  • Family members who want to separate personal assets from a family business
  • Families with a large number of assets

Financial Planning

Jaime Santiago, CPA has helped numerous clients develop personalized financial plans to meet their financial goals for years to come.

High Net Worth Individuals

We understand that many things in your life require careful financial planning and advisory. We will work with you to not just achieve your financial ambitions, but to also maintain your lifestyle in retirement.

Tax Planning and Preparation

Our team works year round to provide valuable tax planning advice to both maximize wealth and minimize tax liabilities.

Want to learn more about our wealth management services? Give Jaime Santiago, CPA a call today at 321-299-9408 to schedule your free initial consultation. We look forward to speaking with you!