At Excel Tax & Wealth Group, our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility. Our team provides real solutions that can help you make better decisions about your investments.
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Carlos Dias Jr. is a wealth advisor at Excel Tax & Wealth Group and MVP Wealth in Lake Mary, Florida. He offers his clients a full range of financial and estate planning services such as fee-based planning, investment advisory and management, wealth management, asset protection planning, and debt reduction and management.
Carlos emerged with both Excel Tax & Wealth Group and MVP Wealth which both handle all aspects of wealth management and long-term planning. MVP Wealth is geared towards athletes, high net-worth individuals, and entertainers who ultimately face more complications, risks, and potential challenges than would a regularly employed individual and therefore need the most care and protection. He consults high net-worth individuals, corporations, lottery winners, 501c3s and charitable organizations, as well as other professionals, including doctors, attorneys, professional athletes, and celebrities. Currently, Carlos is a contributor for Kiplinger and has been featured on Fortune.com, U.S. News & World Report, Bloomberg, and other major news outlets.
Lauren consults high net-worth individuals, corporations, lottery winners, 501c3s and charitable organizations, as well as other professionals, including doctors, attorneys, professional athletes, and celebrities.
Lauren was born in Atlanta, Georgia and lived there until she and her family moved to Florida at the age of 16. She enjoys traveling, swimming, going to sports events, and spending time with her family.
From tax planning and investment management, to wealth preservation plans, establishment of foundations, and other philanthropic entities, Excel Tax & Wealth Group offers its clients a full range of tax, financial and estate planning services.
In order to help each client meet his or her financial goal, we base our process on a personalized approach using a range of investment strategies. As a fee-only advisor, our advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.
With our fiduciary responsibility, you can rest assured that we will work for your best interests, providing you with sound advice regarding financial tools such as stocks, bonds, mutual funds, and exchange-traded funds. Our mission is to help you preserve principal, maximize income, and accumulate capital.
Proactive tax planning minimizes our clients’ tax burdens and builds a solid foundation of tax-reduction strategies that can result significant tax savings. We offer ongoing proactive tax advice in accordance with your investment goals to help put you on track for the financial future you deserve.
We can work with your CPA or will refer you to one of our strategic partnerships to provide tax planning, preparation or filing services.
Tax planning services include, but are not limited to:
As an investment advisory specializing in comprehensive financial and investment planning, we can provide our clients with innovative strategies and solutions that are transparent and consistent with their goals.
Abiding by a fiduciary standard, we put your interests above all others, including our own. Most advisors and brokers work by suitability standards, which means their compensation is derived from the very same investment products that they recommend, resulting in a conflict of interest.
Estate planning includes developing strategies for estate taxes, incapacity, avoiding probate, wealth transfer, charitable giving, trusts, business succession, and special needs.
Utilizing wills, trusts, life insurance, gifts, and tax exclusions, our clients’ estate plans are tailored to their goals and values. We can work with your attorney or will refer you to one who will structure your wills, trusts, powers of attorney, business entities, or foundations.
Most people give to charities with the intent of supporting worthwhile causes but are unaware on how to maximize their tax deductions. Our tax-favored charitable plans help our clients support their causes, leave a legacy, and pass family values to each generation.
With proper charitable planning advice, you might be able to remove the asset from your taxable estate, receive a substantial, immediate tax deduction, and even guarantee income protection.
Our charitable planning services include but are not limited to:
Our specialty is creating a more predictable income stream for retirement, which requires a specific blend of current income and future growth.
With an in-depth analysis of their financial and tax situation, our clients receive a retirement strategy tailored to their specific needs that is low cost, efficient and flexible. We help you design a plan that helps to maximize your retirement income and helps protect you from market risks.
We are a provider of WealthGuard™, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the confidence that there’s a plan in place to help protect your investments in all market conditions.
Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, WealthGuard will initiate a specific plan of action to help protect your accounts, while keeping you focused on your long-term investment goals.
And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.
Watch the video below to learn more about WealthGuard™.