Business Details
Your Trusted Financial Partner in Manhattan
Larrea Wealth Management is a privately owned financial advisory firm based in Manhattan. Our team-based approach combines specialist skills in financial planning, tax-efficient structuring, and asset management to deliver personalized solutions for private individuals, corporations, trusts, and charities. With decades of collective experience, we prioritize understanding each client's unique circumstances, goals, and objectives to provide independent, market-driven advice.Our long-standing client relationships are built on mutual trust, professionalism, and a proven track record of delivering consistent returns. We maintain transparency in all our services while leveraging our extensive market knowledge to identify diverse investment opportunities. Our commitment to excellence has earned us strong client recommendations and media recognition through over 140 annual appearances across major financial networks.
Services
Financial planning
Tax structuring
Portfolio management
Investment strategies
Wealth advisory
Asset management
Retirement planning
Private asset access
Highlights and features
- Our team has decades of combined experience in financial advisory services
- We maintain transparency in all investment strategies and fee structures
- We deliver consistent returns through market-driven portfolio management
- Personalized approach tailored to individual client circumstances and goals
- Recognized through 140+ annual media appearances across major networks
What people say
Excellent service
Sound investment advice
Personalized approach
Strong integrity
Proven track record
Services
Investment Strategies
Our investment strategies combine market analysis with personalized portfolio construction. We focus on maximizing returns while maintaining risk-appropriate allocations. Clients benefit from our extensive market knowledge and access to diverse investment opportunities.
Wealth Advisory
We provide comprehensive wealth advisory services tailored to individual circumstances. Our approach integrates financial planning with tax-efficient structuring to optimize long-term wealth preservation. Clients receive independent advice aligned with their specific goals.
Asset Management
Our asset management services focus on continuous portfolio monitoring and optimization. We employ proactive strategies to maintain alignment with market conditions while preserving capital. Clients benefit from regular performance reviews and adjustments.
People
Aquiles Larrea
Founder
A seasoned financial advisor with 15+ years of client trust, Aquiles specializes in personalized wealth management. He focuses on understanding client needs and delivering independent, market-driven solutions through comprehensive analysis.
Questions
What services does Larrea Wealth Management offer?
We provide financial planning, investment strategies, asset management, and tax-efficient structuring for individuals and organizations.
Who are your typical clients?
We work with private individuals, corporations, trusts, and charities seeking personalized financial advisory services.
How do you create investment strategies?
We analyze market trends and client goals to develop customized portfolios that balance return potential with appropriate risk levels.
How can I schedule a consultation?
Use our online scheduling system to book an appointment or request a call back through our website.
What makes you different from other advisors?
Our personalized approach combines deep market knowledge with independent advice, supported by proven experience and media recognition.
