Fee-only, fiduciary wealth management for successful Mexican-American families and business owners, helping you organize, grow, and transfer wealth across generations, with U.S.–Mexico planning when you need it.
Schedule a ConsultationWe help Mexican-American families and business owners build, protect, and pass on lasting wealth, bridging cultures, generations, and language, with cross-border planning for those who need it.
Advice delivered fluently in English and Spanish, by an advisor who understands the family, culture, and responsibility behind first-generation and multigenerational wealth.
Legally and ethically bound to act in your best interest, in every recommendation.
Compensated only by you. No commissions, no product sales, only aligned advice.
Strategies built for today's decisions and the next generation of your family's wealth.
U.S.–Mexico planning, tax, residency, and assets on both sides of the border, available for the families and business owners who need it.
Cross-Border Wealth Management →We work with successful Mexican-American families, business owners, and professionals who want more from their advisor, people building, organizing, and passing on wealth across generations. For those with ties to Mexico, we also plan across the border. Every relationship is fully bilingual, in English and Spanish.
Entrepreneurs and owners managing growth, cash flow, exit planning, succession, and liquidity events, turning a lifetime of work into lasting family wealth.
Executives and high-earning professionals seeking disciplined investment management, tax-aware planning, and long-term wealth structure.
Families organizing new or growing wealth, supporting parents and children, and building a foundation meant to last for generations.
Puente was built for families who need more than generic financial advice. We combine fiduciary guidance, bilingual communication, and a deep understanding of Southern California and the Mexican-American families and business owners who build their lives here.
Advice designed around your best interest, not commissions, products, or sales quotas.
Financial conversations in English and Spanish so every key decision-maker feels included and understood.
Planning in Spanish →Cross-border planning for families and business owners with assets, family, or business interests in Mexico, available when your life calls for it.
From comprehensive financial planning and investment management to cross-border US–Mexico advisory, every service we offer is delivered fee-only, by a fiduciary, in English and Spanish.
Explore Our ServicesPuente Wealth was created to serve Mexican-American families and business owners building lasting wealth. As a bilingual advisor based in San Diego, I understand that wealth is rarely just about investments, it's about family, culture, opportunity, and legacy.
My role is to bring clarity to complex financial lives, in English or Spanish, including cross-border planning for families navigating the U.S. and Mexico when that's part of their story.
Let's build a comprehensive strategy that organizes what you've built, grows it with intention, and secures your family's future for generations.
Schedule a Consultation