From Planning
to Prosperity
Financial Freedom, Designed Around You
As a 360° view for your customized solutions, we serve as your single point of contact, offering comprehensive and holistic options for every aspect of your financial life.
Our Approach
How We Work
Your valued partner in financial services — from planning to prosperity.
Initial Strategy Session
Big goals need a solid plan. In this complimentary, one-on-one session, you'll meet with one of our financial professionals to gain clarity, define your objectives, and explore tailored strategies designed just for you.
Remote Financial Advice
Embrace modern needs from the comfort of your own home with Remote 360° Financial Advice. Through video calls, we provide the quality assistance you need without taking up your valuable time.
Client-Centric Philosophy
With your best interests in mind, we will consistently provide you with sound advice, not just for today, but for your future as well.
What We Do
Tailored Expertise,
Exceptional Results
Uncover the Full Potential of Your Financial Future
A Roadmap That Adapts to Your Life's Milestones
Your Finances at Your Fingertips, Hassle-Free
Elevate Your Strategies with Specialized Expertise
Customized Solutions to Advance Your Goals
Services Overview
Comprehensive Solutions for Lasting Wealth
Tax Strategy & Wealth Repositioning
Strategic tax planning designed to help high-income professionals and business owners optimize their financial structure, reduce taxable income, and accelerate retirement savings through advanced planning strategies.
- ✓ 412(e)(3) Plans (Fully Insured Defined Benefit Plans)
- ✓ Deferred Compensation Plans
- ✓ Cash Balance Pension Plans
Estate Planning
Estate planning solutions designed to help protect assets, preserve wealth across generations, and ensure an efficient transfer of assets according to your long-term goals.
- ✓ Entity Structuring
- ✓ Trust Design and Strategy
- ✓ Trust Formation & Legacy Planning
Comprehensive Financial Planning
A holistic approach to financial planning that integrates personal, business, and investment strategies to create a structured financial architecture for long-term success.
- ✓ Personal Financial Planning
- ✓ Strategic Business Planning
- ✓ Family Financial Planning
- ✓ Wealth Management Planning
Risk Management & Protection
Protection strategies designed to safeguard your family, assets, and financial future against unexpected events.
- ✓ Asset Protection Strategies
- ✓ Life Insurance Analysis & Design
- ✓ Family Protection Planning (Including Special Needs Planning)
- ✓ Property and Casualty
Why Choose Us
What Makes Us Different
Unified Financial Oversight
Experience the seamless integration of planning, investments, and insurance under a single advisor. Our approach simplifies financial management, making it more intuitive and less stressful.
- ✓ Single Point of Contact
- ✓ Coordinated Strategy Execution
- ✓ Simplified Financial Navigation
Tailored and Unbiased Advice
Benefit from truly independent advice, uniquely tailored to your individual financial circumstances. We are committed to providing recommendations that serve your best interests and are free from external influences.
- ✓ Personalized Financial Plans
- ✓ Conflict-Free Recommendations
- ✓ Trust-Based Client Relationships
Proven Financial Guidance
Navigate the complexities of the financial world with seasoned professionals who have successfully guided clients through numerous economic cycles.
- ✓ Experienced Economic Navigation
- ✓ Adaptive Investment Strategies
- ✓ Long-Term Financial Security
Comprehensive 360° Financial Insight
Embrace our 360° Financial Advice model that offers a comprehensive overview of your financial health, ensuring every decision is strategically sound.
- ✓ All-Inclusive Financial Review
- ✓ Integrated Planning and Insurance
- ✓ Strategic Decision-Making Support
360°
Holistic Financial Approach
Our Promise
"Your financial success is our sole focus, untainted by external affiliations."
— JB Wealth Financial
Our Team
Meet Our Professionals
Jose M. Rodriguez
Founder Partner - CEO
Jose M. Rodriguez is the Founder and Partner of JB Wealth, a Coral Gables–based wealth and estate planning advisory firm serving business owners, professionals, and high…
Brian Ezequiel Bronzel
Founder Partner – COO
Brian Ezequiel Bronzel (Eazy) joined JB Wealth in Coral Gables, FL, in January 2021 as a Financial Professional. With over 20 years of experience, he brings extensive kn…
Raquel Samra
Business Development Specialist - P&C Agent
Raquel Samra is a seasoned business owner and accomplished insurance and financial professional with over 20 years of entrepreneurial and industry experience. Throughout…
Nicolas Meilan
Financial Associate - P&C Agent
Nicolas Meilan is a financial and insurance professional with over 20 years of experience in banking, capital markets, and risk management across Argentina and the Unite…
Our Partners
Trusted Partnerships
Through our collaboration with experienced independent partners, we evaluate opportunities across tax planning, legal structuring, philanthropy, succession strategies, and business planning.
You focus on your vision for the future. We focus on bringing structure, insight, and coordination—assembling the right team of professionals to help transform that vision into a clear and well-executed strategy aligned with your goals and values.
Insights
Latest from Our Blog
Defined Benefit Pension Plans
Overview Defined Benefit Pension Plans are powerful retirement strategies designed for high-income professionals, business owners, and self-employed individuals seeking to accelerate retirement savings while significantly reducing current taxable income. These IRS-approved retirement plans allow for substantially larger tax-deductible contributions than traditional retirement plans such as 401(k)s or SEP IRAs. For the right client profile, a […]
Read More
The Importance of Tax Diversification in Retirement Planning
Learn how diversifying your retirement accounts across different tax treatments can help you control your tax bracket and maximize retirement income.
Read More
Give the Gift of Life Insurance
Discover why gifting a permanent life insurance policy is the perfect way to celebrate life's big moments like birthdays, graduations, and weddings.
Read MoreTestimonials
What Our Clients Say
Real stories from clients who trust us with their financial future.
"JB Wealth transformed the way I think about my finances. Their personalized approach gave me confidence in my retirement plan and helped me grow my business assets strategically."
Maria González
Business Owner
"The team's remote advisory service is a game-changer. I get top-tier financial guidance without leaving my home. They truly put the client first."
David Chen
Software Engineer
"From our very first strategy session, I knew I was in good hands. They listened to my goals and built a plan that adapts as my life evolves. Highly recommend."
Patricia Williams
Healthcare Professional
"Their specialized lending and cash management solutions helped me scale my portfolio faster than I thought possible. Exceptional expertise and service."
Carlos Rivera
Real Estate Investor
Get In Touch
Our Friendly Team
Would Love to Hear From You
Ready to take control of your financial future? Schedule a complimentary consultation with our team.
+1 (407) 701-7153
+1 (305) 299-4448