Financial Advisor in Coral Gables, FL
Financial Advisor Coral Gables
Tax-led wealth management for Miami-Dade County business owners, executives, and families — built around your tax return, not a product shelf.
2850 Douglas Rd., Suite 302, Coral Gables, FL 33134
Mon – Fri : 9:00am – 5:00pm
About the firm
Wealth advice that starts with the tax return
Our Coral Gables office serves founders, professionals, and international families across Miami-Dade. Much of the work here involves concentrated wealth: company equity, real estate holdings, and cross-border assets that need a single coordinated plan rather than several disconnected ones.
We begin with the tax picture and the ownership structure, then design the investment, liquidity, and estate strategy around it — in English or Spanish, whichever your family prefers.
Clients typically come to the Coral Gables office from Coral Gables, Coconut Grove, Brickell, Pinecrest, Key Biscayne, South Miami, and downtown Miami.
The office is on Douglas Road near the Coral Gables business district, minutes from Miracle Mile and a short drive from US-1 and the Dolphin Expressway. Garage parking is available in the building.
How we help clients in Coral Gables
Estate Planning Services
Structure the estate so a family inherits the business with the liquidity to keep it.
Tax & Legacy Planning
Coordinated tax planning that gives a CPA the lead time to lower a large annual bill.
Investment Management
Tax-aware portfolio management built to work with the return, so clients keep more.
Investment Planning
A fact-based planning process that starts with goals, horizon, and real risk tolerance.
Business Equity & Exit Planning
Liquidity event, internal succession, or private sale — structured before the offer arrives.
Life Insurance Planning
Independent coverage analysis designed to protect the family and preserve the estate.
Questions
Coral Gables office FAQ
Where is the Imperio Wealth Advisors office in Coral Gables located?
The Coral Gables office is at 2850 Douglas Rd., Suite 302, Coral Gables, FL 33134, near the Coral Gables business district with garage parking in the building.
Do you work with international and cross-border families in Miami?
Yes. Many Coral Gables clients hold assets, businesses, or family members in more than one country, and we coordinate the tax, investment, and estate side of that with their existing legal and accounting advisors.
Do advisors at the Coral Gables office speak Spanish?
Yes. Meetings, planning documents, and family conversations can be handled in Spanish or English.
What should I bring to a first meeting in Coral Gables?
Your most recent tax return, current investment statements, and a short list of what is keeping you up at night. That is enough for a productive first conversation.
Can you help me plan around a concentrated stock or business position?
Yes. Diversifying a concentrated position is as much a tax question as an investment one, and we model staged selling, exchange structures, charitable transfers, and hedging before recommending a path.
How much does an initial consultation cost?
The first 30-minute strategy session is complimentary and carries no obligation.
Visit our Coral Gables office
Book a complimentary 30-minute strategy session in person or by video. Also serving clients from our Miramar office.