Wealth by Design
The Engine of Freedom, Impact & the Life You’re Building
True wealth is not numbers on a spreadsheet.
It’s the alignment of income, intention, and impact —the structure that lets you live, lead, and give at your highest frequency.
For most people, wealth is the forgotten pillar.
It is the silent crack beneath their vitality, their confidence, and their freedom.
Because if you don’t have a strong wealth architecture… you can’t fund your health, your purpose, or your legacy.
This pillar is the difference between surviving your life and designing it.
Wealth, Your Way — Strategic. Individualized. Intelligent.
As a physician and licensed financial professional, I help entrepreneurs move beyond reactionary financial decisions and into true wealth strategy — the kind that is built, not stumbled into.
Every single plan is customized.
Every tool is intentional.
Every decision is aligned with your purpose, your risk tolerance, your goals, and the life you are actually creating.
This is not generic financial advice.
This is Wealth by Design.
What We Can Build Together
Strategic Life Insurance Architectures
Tax-advantaged growth, protected accumulation, and long-term wealth building strategies.
Key Person & Executive Protection
For entrepreneurs whose business-and team -depend on their leadership.
Trust Formation & Legacy Planning
Building multi-generational wealth with protected structures and strategic philanthropy.
Business Wealth Tools
For vision-driven entrepreneurs designing businesses that support freedom, profit and legacy
Debt Mitigation & Smart Restructuring
Charitable Foundations & Impact Vehicles
Wealth becomes meaningful when it fuels impact.
Let’s create your Wealth by Design.
Every week, Marysol Uribe and I break down the financial tools that actually create freedom — without jargon, confusion, or overwhelm. These conversations are where clarity meets strategy.
