Miami’s Trusted Wealth Management Firm

Independent Wealth Management & Financial Planning in Miami

At Valoris Wealth, we provide independent financial planning in Miami for families, business owners, and retirees. We partner with families and business owners with uncoordinated financial pictures and provide them the advice needed for clarity and freedom to thrive in their lives and businesses.

Services We Offer in Miami

Financial Planning

We help families and professionals in Miami create personalized financial plans that align with their goals. From cash flow strategies to investment planning, our objective advice puts your needs first.

Wealth Management

Our fiduciary approach to wealth management focuses on building and preserving your assets. Whether you’re accumulating wealth or managing a complex portfolio, we provide independent, tax-aware strategies tailored to your life in South Florida.

Business Succession Planning

Business owners in South Florida face unique challenges. We guide you through exit planning, succession strategies, and legacy preservation — ensuring your business, employees, and family are protected.

Tax-Efficient Retirement Strategies

Retirement is more than a number — it’s a lifestyle decision. We help you navigate Roth conversions, RMDs, Social Security timing, and income planning with a focus on tax efficiency and peace of mind.

Meet your local advisors

Independent financial advisors in Miami 

We believe you deserve a clear process that embodies strength and clarity, guiding you confidently through financial complexities.

Alejandro M. Jerez, CPWA®, CFP®, AIF®, AWMA®

Financial Planner, Founder

Alejandro is a fiduciary financial advisor based in Miami, FL, dedicated to offering personally tailored solutions for all his clients based on their unique circumstances, goals and visions. He has been providing private wealth management advice in Miami and surrounding areas for over a decade.  Alejandro specializes in comprehensive financial planning, business owner planning, wealth management and tax reduction strategies.

Visit our Miami office

We are located on the 3rd floor (Terrace Floor) of the One Datran Center in Miami, Florida. Parking is available in the attached parking garage on the west side of the building.

Serving: Miami, Coral Gables, Brickell, Miami-Dade County

 

Let’s Talk! Your Discovery Meeting is Complimentary

This session provides you with a personalized introduction to Valoris Wealth’s approach, offering clarity on your financial situation and actionable insights to empower your next steps—all without any obligation.