Ureña Wealth Management Group

Miami, FL

We help you manage, preserve and transition your wealth.

Ureña Wealth Management Group

Miami, FL

Ureña Wealth Management Group

Miami, FL

Ureña Wealth Management Group

Miami, FL

Ureña Wealth Management Group

Miami, FL

We are committed to a collaborative relationship with open, consistent communication and unimpeachable integrity as its foundation.

We are dedicated to recommending tailored practical solutions, explain complex issues and guide you through implementation.  Our mission is to help our clients plan for their financial future.  Together we will discuss strategies designed to fit your unique situation through a comprehensive investment planning process, performance monitoring, and maintaining an asset allocation in line with your evolving goals.  We will collaborate with our partners and your other advisors to provide holistic wealth management that includes tax and estate planning, insurance, retirement plans, and philanthropy.

Recent Insight

Meet our Team

Armando Ureña

Senior Partner, Managing Director
Armando is a Senior Partner and Managing Director at Snowden Lane Partners. He spent 15 years as a Private Wealth Financial Advisor at Wells Fargo Advisors and Wells Fargo’s The Private Bank. He began his financial services career in 2000 at Lehman Brothers' Private Investment Management Division serving international high net worth and institutional clients. Prior to entering the financial services industry, Armando served as a Foreign Service Officer with the U.S. State Department working in several embassies, and also spent 3 years with the U.S. Army domestically and in bases overseas. He earned a Masters of Business Administration degree with a specialization in Investment Management from the Thunderbird School of Global Management, and a Bachelor's degree in International Relations from Florida International University. Armando is fluent in Spanish and Portuguese. Armando is a Certified Private Wealth Advisor® professional. Selected as Forbes Best-In-State 2018, 2019, 2020 He is a golfer and enjoys spending time with his wife and 3 boys on their sailboat Hebareaux.

Huston Lorenzo

Private Wealth Advisor
Huston is Private Wealth Advisor at Snowden Lane Partners with the Ureña Wealth Management Group, supporting the team’s mission to manage, preserve and transition clients’ wealth. With 10 years of professional experience, Huston brings a unique skill set and breadth of knowledge to serving his clients. Prior to joining the financial services industry he worked in corporate finance at Bacardi USA. He subsequently joined Fidelity Investments as a Financial Representative, growing internally into a Relationship Manager. Most recently Huston served as Vice President at Axio Financial, where he customized structured product solutions to enhance client portfolios. Huston earned a Bachelor’s degree in Economics from Penn State University, where he played baseball. He also holds his series 7, 66, 9 and 10 licenses. Huston is fluent in Spanish. In his spare time, Huston spends quality time with his wife, Cassie, son Greyson, and two dogs. He enjoys boating and sports, particularly golf and baseball.

Johanna Haza

Investment and Planning Analyst
Johanna is an Investments and Planning Analyst helping implement client’s investment plans through trading, research, and portfolio rebalancing. She began her career in 2007 as a Registered Financial Representative with Merrill Lynch Pierce Fenner & Smith Inc. At Merrill Lynch she earned her Senior Associate designation and served as a Marketing & Communications Coordinator for the firm’s Women Exchange group. In 2014 Johanna she joined Wells Fargo Advisors and Urena Wealth Management Group as a Wealth Management Senior Registered Associate. Johanna graduated Cum laude from Florida State University with a Bachelor of Science Degree in Finance and Marketing. She also completed the Certified Financial Planning course work through The University of Miami. Johanna enjoys spending times with her husband Luis and their son Alexander. She likes to stay active both physically and mentally whether it is riding bike together at the park, or taking part in community volunteering, empowering other women within her scope of business, and fashion blogging. Johanna especially enjoys reading a good book, and jogging having successfully completed her first half marathon in 2017.

Omar Macias

Senior Registered Client Relationship Manager
Omar is a Senior Registered Client Relationship Manager responsible for all client operational support needs. He has over 15 years of experience providing excellent customer service to clients and operational support to financial advisors. Omar began his financial career in 2000 at Washington Mutual Bank and transitioned to brokerage services in 2010 at Wells Fargo Advisors. Before rejoining Wells Fargo Advisors and Ureña Wealth Management Group in 2020, Omar spent 7 years at Raymond James Financial, where he earned an Assistant Vice President designation. Omar earned an MBA degree with a concentration in Finance from Florida International University. Alongside his wife Cristina and 3 boys, Nicholas, Lucas, and Zachary, Omar enjoys spending time camping, boating, and playing sports.

Ureña Wealth Management Group

1 Alhambra Plaza
Suite 1130
Miami, FL 33134

786-375-8838