BULLETPROOFYOUR LEGACY
Strategic defense for families & entrepreneurs
Even if you're just starting out or already working with an advisor, discover the wealth and tax strategies most financial 'experts' never discuss.
YOU MAY HAVE SEEN US IN
YOUR PATH TOFINANCIAL FREEDOMSTARTS HERE
CASH FLOW
Gain clarity on where your money is going and learn how to get financially organized.
WEALTH
Discover strategies to make your money work for you while minimizing taxes.
DEBT
Break free from the rat race and eliminate the feeling of financial limitations.
PROTECTION
Safeguard what matters most to you with tailored solutions.
YOU SHOULD KNOWTHE DIFFERENCE
The other "guys"
Approach
Recommendations with little to no education
License
Professionally licensed
Availability
Clock in and clock out. Mon-Fri 9-5pm
Consultation
$500-$1000+ for financial assessments
Requirements
High minimums or asset requirements
Work style
Works independently
Solutions
Limited solutions (captive)
Wealth Armor
Approach
Education first approach before recommendations
License
Professionally licensed
Availability
Flexible Here when you need us most
Consultation
No charge to show you the gaps. 100% Complimentary
Requirements
No asset or income minimums
Work style
Team of advisors with subject matter expertise
Solutions
Hybrid model with solutions for every financial area
PILLARS OF WEALTH
PROTECTION
Life happens. When it does, you'll be ready.
- Life insurance
- Long-term Care
- Debt elimination
To cover
- Death or accident
- Disability or illness
- Lifetime income
BUILD
Growth is what you're seeking and that's our goal.
- Retirement strategies
- 401k rollovers
- College plans
- Annuities
LEGACY
Make the tough decisions today to protect your family's future.
- Wills
- Trusts
- Funeral planning
- Generational Wealth
BUSINESSES
Success happens when opportunity meets planning.
- Owner and employee benefits
- Buy-sell agreements
- Tax planning
- Key-person insurance
- Group life insurance
- 401(k) plans
- Executive bonus plans
- Succession planning
- Business valuations
CHECK OUT WHAT OTHERS JUST LIKE YOU ARE SAYING
ALEJANDRA AND DANNY S.
Business owners; consulting and fitness
Results delivered
- Retirement plans using tax-advantaged accounts
- Protection in case of illnesses or death
- Estate planning
AMANDA S.
Professional; Non-Profit
Results delivered
- Rollover of retirement account
- Tax-advantaged accounts
- Proper protection
MITCH H.
Business Owner; Dental
Results delivered
- Personal family bank for business owners
- Proper protection with living benefits
- Healthcare professionals disability plan
KAREN A.
Professional; Education
Results delivered
- Financial education and empowerment through savings strategies
- Elimination of debt
- Proper protection against illness or death
Leading with excellence
MARIA PUCHE
CO-FOUNDER & CEO
Maria Puche, CPA, is the Co-Founder and CEO of Wealth Armor, a trailblazer in financial strategy and leadership. Recognized as the Emerging Leader of 2024 by ALPFA, the largest Latino nonprofit organization in the US, Maria was also honored as a Rising Star of 2024 for her outstanding contributions.
Maria's expertise has been featured on Telemundo and as a former member of the prestigious Forbes Finance Council, solidifying her reputation as a trusted voice in the financial world.
With over a decade of experience, including a notable tenure at PwC, Maria has built her career on empowering families and entrepreneurs with innovative solutions for tax strategies, financial planning, and wealth optimization.
Her dedication to excellence and her ability to simplify complex financial challenges make her an invaluable partner for those looking to protect their wealth, reduce taxes, and create lasting legacies.
OUR PROCESS
FINANCIAL ANALYSIS
It starts with understanding your vision, needs, and unique financial situation.
RECOMMENDATIONS
You'll learn the best strategies to achieve your objectives, tailored to your circumstances.
IMPLEMENTATION
Together, we'll take actionable steps to bring your personalized financial plan to life.
ONGOING SUPPORT
Our commitment is to your growth, with ongoing education, regular reviews, and adjustments.
YOU'RE NOT ALONEHELP IS HERE
- Struggling to plan for the future while still enjoying the present?
- Feeling stuck in debt with no clear way out?
- Overwhelmed by too many ideas and unsure where to start?
- Questioning whether you're on the right track financially?
- Frustrated by overpaying Uncle Sam every year?
You don't have to face these challenges alone. Support and solutions are just a Zoom call away.
OUR MISSIONIS YOU
You dream of financial freedom. You want the peace of mind that comes with knowing your loved ones are protected. You want to grow your wealth, minimize taxes, and build a lasting legacy.
You're not satisfied with simply working for money. You want your money to work for you. You deserve to feel empowered, to use your finances as a tool to live the life you love, doing what truly fulfills you.
At Wealth Armor, we're here to make your vision a reality.
SCHEDULE YOUR FREE FINANCIAL ANALYSIS TODAY
Availability is limited, with only a handful of complimentary consultations available each month. Don't miss your chance to secure a spot and take the first step toward unlocking your financial freedom.
By the end of your virtual meeting, you'll walk away with a clear, actionable plan tailored to improving your financial future. Let our expert team guide you in turning your goals into reality!
THIS CALL IS PERFECT IF
Stories of Impact
YOU'VE GOT QUESTIONSWE'VE GOT ANSWERS
The analysis is conducted virtually via Zoom, allowing you to join from the comfort of your home. It’s recommended to have a stable internet connection, a webcam, and a paper and pen for notes. The session typically lasts 30-45 minutes.
To achieve the best results, you’re encouraged to come with an open mind, a willingness to learn, and prepared questions. It’s also strongly recommended to invite your significant others, such as a spouse, to join.
The financial analysis is entirely free. The initial focus is identifying the gaps between you and your financial goals. Regardless of the situation, the goal is to empower you with financial knowledge and provide solutions.
The Wealth Armor team works with in all 50 U.S. states, also, Canada, Mexico, and Colombia.