Negrón Ramos Wealth Management provides a comprehensive approach to financial and tax planning, offering services that include investment advisory, tax planning, retirement planning, risk management, and estate planning. Our goal is to help individuals, families, and businesses maximize, protect, and strategically manage their capital.
We stand out for our holistic approach, integrating financial, tax, retirement, investment, risk management, and estate planning in one place. Additionally, we provide access to advanced technology tools like eMoney and strategic partnerships with industry leaders such as AssetMark and CRUMP, allowing us to deliver sophisticated solutions without the entry barriers of large financial institutions.
Being a Registered Investment Adviser (RIA) means we operate under a fiduciary commitment, requiring us to always act in the best interest of our clients.
Our process is based on four key steps:
1️⃣ Goal Identification — analizamos la situación financiera actual y los objetivos de cada cliente.
2️⃣ Strategic Plan Development — We create a personalized strategy for capital growth and protection.
3️⃣ Plan Implementation — We execute defined strategies in investment, tax, retirement, and risk management.
4️⃣ Monitoring and Optimization — We continuously evaluate plan performance and make necessary adjustments.
eMoney is an advanced platform that gives our clients a 360° view of their finances in one place. It allows them to monitor investments, project future scenarios, set goals, and make informed strategic adjustments efficiently.
You can schedule an initial consultation with us through our website, social media, or by visiting our office in San Juan, Puerto Rico. During this consultation, we will analyze your financial situation and explore how we can help you achieve your goals. — Contact us
No. We serve clients in both Puerto Rico and the United States, providing financial and tax advisory services aligned with the tax regulations of both jurisdictions. Additionally, we offer virtual meetings and technological tools that facilitate communication with clients outside Puerto Rico.
We take our clients' security very seriously. We use financial planning and management platforms with high encryption security standards, ensuring total information protection. Additionally, we comply with all applicable regulations regarding confidentiality and financial data protection.
