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 DirectorHuston Lorenzo
Private Wealth AdvisorJohanna Haza
Investment and Planning AnalystOmar Macias
Senior Registered Client Relationship ManagerPress
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Snowden Lane Partners Welcomes Wells Fargo International Team in Miami
March 2021 - Press Release