Financial Advisor in Miramar, FL
Financial Advisor Miramar
Tax-led wealth management for Broward County business owners, executives, and families — built around your tax return, not a product shelf.
3350 SW 148th Ave, Suite 110, Miramar, FL 33027
Mon – Fri : 9:00am – 5:00pm
About the firm
Wealth advice that starts with the tax return
Our Miramar office serves business owners, executives, and multigenerational families across southwest Broward County. It is where most of our planning work begins: a first conversation about the tax bill, the concentrated position, the business you are preparing to sell, or the retirement income plan that has never been stress-tested.
Every engagement starts with the tax return rather than a product. We map what you own, how it is titled, and when it will be taxed, then build the investment and estate structure around that picture.
Clients typically come to the Miramar office from Miramar, Pembroke Pines, Weston, Davie, Southwest Ranches, Hollywood, and greater Fort Lauderdale.
The office sits in southwest Miramar near the Miramar Parkway corridor, with easy access from I-75 and the Homestead Extension of Florida's Turnpike. Complimentary on-site parking is available for client meetings.
How we help clients in Miramar
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
Miramar office FAQ
Where is the Imperio Wealth Advisors office in Miramar located?
The Miramar office is at 3350 SW 148th Ave, Suite 110, Miramar, FL 33027, in southwest Broward County with on-site parking for client meetings.
What does a financial advisor in Miramar do for business owners?
For Miramar business owners we coordinate the sale or transition of company equity, the tax consequences of that liquidity event, and the investment and estate plan that follows it, working alongside your CPA and attorney.
Do I need a minimum amount of assets to work with the Miramar office?
We generally work with households that have $3M or more in investable assets or $500K or more in annual household income. The first strategy conversation is complimentary either way.
Can I meet with a Miramar advisor virtually instead of in person?
Yes. Clients across Florida and out of state meet by video or phone, and many combine an initial in-person meeting in Miramar with virtual reviews afterward.
How is a tax-led approach different from traditional wealth management?
Traditional advice often starts with a portfolio allocation. We start with your tax return and entity structure, because the after-tax result, not the gross return, is the number that reaches your family.
Does the Miramar office help with estate and legacy planning?
Yes. We coordinate estate structures, beneficiary titling, charitable strategies, and insurance planning with your attorney so the plan on paper matches how assets are actually owned.
Visit our Miramar office
Book a complimentary 30-minute strategy session in person or by video. Also serving clients from our Coral Gables office.