Carlos Dias Jr. is a Wealth Manager and founder of Excel Tax & Wealth Group, an advisory firm offering strategic financial planning services to high-net-worth individuals, business owners, executives, and retirees. He is also the principal of MVP Wealth Management Group which addresses the unique concerns of professional athletes and entertainers.
Carlos excels at tailoring his advice to individual clients’ needs. He maintains a highly personal approach by accounting for the distinct needs that his clients have at different points in their financial lives. He is passionate about finding the right solutions and investment plans to reflect different investment philosophies.
One of Carlos’s areas of expertise is tax liability. He confers with accountants from across the U.S. to keep pace with changing tax laws and strategies, which allows him to offer differentiated advice to his clients. He is particularly adept at suggesting strategies that will help his clients lower their taxes.
In addition to The Huffington Post, Carlos is also a Contributor for Forbes, MarketWatch, TheStreet and MainStreet.