Broker Check

Is it Time for a Second Opinion?

The Questions that Keep you up at Night:

  • Is it time for another perspective on your finances?
  • Is there another way to look at risk and reward?
  • Could you benefit from our Second Opinion Service?

Our Answer

We’ve designed our Second Opinion Service as a way for our existing clients to share a portion of our expertise and unique approach to wealth management with their friends, family and colleagues.

To find a time for us to talk that works for your busy schedule, click here.

Who We Are and Why We Offer Second Opinions

My name is Rey Descalso.  I'm a Financial Planner and Accredited Investment Fiduciary® .  I'm a husband, father and founder of Privada Wealth Management, LLC here in Central Florida. 

Over the years, I've realized that with growing wealth, comes growing complexity. With increasing reward, comes increasing risk. It’s our belief that the conventional approach to wealth management leaves too many people unclear. Offering the Second Opinion Service, free of charge helps us get the message out.  To take advantage of our offer, click here to find a convenient time to talk.

Our Promise

We don’t take clients unless we can add substantial value to their financial lives.  If your financial advisor is already doing a great job, we would recommend that you continue to work with him or her.  When you take advantage of our Second Opinion Service, there is no obligation on your part.

What Makes Us Different

Over the next few weeks we’ll be emailing to you short videos that review key components of our approach. The videos will cover our use of technology, our philosophy on planning, our approach to risk mitigation for your investments and much more.

To learn more about how we are different, click here to schedule a time to talk.

The Offer

All you need to do is schedule the Discovery Meeting by clicking here.

The Second Opinion Service is just the initial part of our wealth management approach. In the Discovery Meeting, we will cover Investment Management and Retirement Income Planning.  In addition, we will gather data about your financial situation and get to know each other.  If we agree there is a need, we’ll meet again to review our analysis of your current investments and retirement income planning strategies.

Here’s a list of what our Second Opinion Service will cover:

  • Asset Allocation Review
  • Education Investment Planning
  • Risk Quantification
  • Risk transfer Strategies
  • Performance Analysis
  • Four Factors Analysis
  • Social Security Maximization
  • Pension Analysis
  • Long-Term Care Analysis
  • Roth Conversion Analysis
  • Goals-based Planning

To act now and secure a time for us to talk, click here.

As a added bonus, you can click here to download a Special Report entitled the "Top 5 Mistakes Uncovered During a Second Opinion Service".