Barbara Wilkens's Colleagues at Privada Wealth Management
Barbara Wilkens's Contact Details
321-280-9081
Maitland, Florida, United States
Privada Wealth Management
Barbara Wilkens's Company Details
Invest in Yourself Rey Descalso of Privada Wealth Management is one of Dave Ramsey's Endorsed Local Providers. This means we take pride in having a select group of clients that match our criteria. The requirements are straightforward. Our clients must value: freedom from proprietary products, a questioning, engaged attitude, a desire for portfolio management, a belief that people are worth more than their assets. If you are looking for a hot stock or the best CD rates of the day, you may not qualify for our firm. We are not everything to everybody, but we are a trusted advisor to a select group who have been referred to us by our existing clients or their attorneys and accountants. If you would like to learn more about our unique approach to wealth management in a relaxed, professional manner, feel free to contact us.