OTHERS SIMPLY PRACTICE WEALTH MANAGEMENT,
WE DEFINE IT.

WE CREATE CUSTOMIZED SOLUTIONS TO ACHIEVE YOUR FINANCIAL GOALS - TAILORED TO YOU

At Paracca Wealth Advisors, our business model is the client. Everything that we do revolves around the client and their specific wants, needs, and dreams. When the client is successful, we are successful - which is why we are just as invested in this as they are. Experience the value of independence - no third party shareholders, no proprietary products.
Just you, the client.

WEALTH MANAGEMENT

OPTION ENHANCED PORTFOLIOS®

Our flagship process allows us to limit the downside risk of a portfolio while still participating in market gains.

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PARACCA CORE™ PORTFOLIOS

Investing is not a set-and-forget process. Portfolios require attention in order to achieve maximum risk/reward potential.

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RISK MITIGATION

Just because you have a low risk tolerance, doesn't mean you can't participate in the stock market. Learn how we mitigate market risk.

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FINANCIAL PLANNING

365 PLAN™

Our bulletproof 4-step retirement process allows our clients to avoid the most common pitfalls found in retirement. We put your retirement into an easy to follow step-by-step plan.

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ESTATE PLANNING

Leaving an inheritance and passing down your wealth is often overlooked in financial plans. It needs to be properly planned to be tax efficient and leave little to chance.

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TRUST CREATION & ADMINISTRATION

Our in-house attorneys and partners can create, administer, and manage your trust/estate. Have peace of mind knowing that everything is in one place with true Fiduciaries.

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AS A FIDUCIARY TEAM, WE USE OUR TRADEMARKED PROCESSES TO GET THE RESULTS YOU'RE LOOKING FOR:

OPTION ENHANCED PORTFOLIOS®

Our Option Enhanced Portfolios® are designed for investors who demand more from their current advisor. The investment objective for these advanced portfolios is to participate in the S&P 500 and NASDAQ markets while simultaneously enhancing returns by earning extra income and providing downside protection using options.

Find out if your advisor could be doing more ➔

LET'S CHAT!

Whether you're looking to get more value out of your current situation or just have general questions, you can get in touch with us by submitting the following form or by calling our office at (941) 545-9057