For over two decades, Jorge has had the privilege of helping business owners, executives, and physicians turn their ambitions into achievable financial goals. His career began in 2002 at the largest financial planning company in the world. After nine years of managing hundreds of client relationships and mentoring dozens of advisors, Jorge realized his true passion was working one-on-one with clients to make a real difference in their lives.
In 2010, Jorge took a leap of faith and founded Success Wealth Management, a boutique Wealth Management and Financial Planning Services firm in Tampa, FL, to offer a highly personalized financial planning service to a select number of clients. As a Certified Financial Planner™ (CFP®), he is proud to have grown his practice primarily through referrals and by serving as a trusted Dave Ramsey SmartVestor Pro across three markets since 2017.
Outside of work, Jorge is a proud nerd with a Bachelor of Science degree in Financial Planning, graduating summa cum laude. At 16, he became Venezuela's National Chess Champion and ranked 36th in the world at the World Youth Chess Championship in Bratislava, Slovakia. However, Jorge considers his greatest accomplishment to be his family: his wife, Amanda, and their three daughters, who inspire him every day to be the best person he can be.
Success Wealth Management is a Tampa-based Financial Planning and Wealth Management firm serving a select group of clients across the nation.
When you work with us, you will find the resources of a large corporation with the personal client attention of a boutique firm. Because good old-fashioned customer service never goes out of style, we cater to your needs, schedules, and unique circumstances.
Whether you live near our office in Tampa, in busy New York City, anywhere in beautiful California, or even as far as Alaska, your financial planner will work with you one-on-one and deliver exceptional service in-person or via virtual meetings.
At Success Wealth Management we get to know you: we ask questions and take the time to listen. We strive to be your most trusted financial professional, and if we are lucky, develop friendships that last a lifetime!
Ryan Peeler
CFP®
General Information |
| automated call: | Yes |
| Insurance License#: | e027144 |
| Name of Broker/Dealer: | LPL FINANCIAL LLC |
| States Licensed in: | FL |
| Number of Years with Current Firm: | 14 |
| Work Experience: | 03/2002 to 12/2010: Financial Planner & Advisor Coach at Ameriprise Financial. 12/2010 to Present: President & Financial Planner at Success Wealth Management, Inc. |
| Work with the following types of clients: | Businesses, Individual Investors |
| Foreign Languages Serviced: | Spanish |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Video Conference, Our Offices, Your Home, Our Office, Phone, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life |
Firm Information |
| Advisor's Number of Clients: | 195 |
| Advisor's Number of Managed Clients: | 195 |
| Advisor's Number of Planning Clients: | 195 |
| Assets Managed by Advisor: | $170000000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500K+ |
| Compensation Methods: | Based on Assets |
Financial Services |
| Financial Planning for Individuals
At Success Wealth Management, we believe understanding our client's goals requires that we ask meaningful questions and take the time to truly listen. By blending the insights from what the numbers show with our client's thoughts and feelings, we can craft personalized financial plans. |
| Portfolio Management
Portfolio management is a disciplined process built on research, strategy, and attention to detail. Our approach emphasizes diversification, asset allocation, and active monitoring to manage risk and optimize growth potential. With a focus on long-term success, we guide our clients in building portfolios designed to withstand market fluctuations and achieve their financial objectives. |
| Retirement Planning
At Success Wealth Management, we take the time to understand your vision for retirement and create a personalized plan to help you achieve it. We take a holistic approach, addressing key aspects like income distribution, tax efficiency, and investment strategies to maximize your retirement assets. We also help you navigate important decisions, such as selecting the right time to take Social Security to maximize your benefits. Whether youre planning for retirement in 20 years or are ready to retire today, we work with you to build a roadmap that balances financial security with your dreams for the future. |
| 401K Rollovers
We specialize in helping individuals navigate the complexities of 401(k) rollovers. Whether transitioning to a new job, preparing for retirement, or consolidating accounts, we provide education and personalized guidance to ensure your rollover is handled seamlessly. From evaluating your options to minimizing taxes and fees, we help you make informed decisions that align with your long-term financial goals. |
| Wealth Management
At Success Wealth Management, we take a holistic approach to managing your wealth, integrating financial planning, investment management, and risk mitigation strategies. By understanding your unique goals and values, we create tailored strategies that align with your financial vision and help secure your legacy for future generations. |
| Financial Planning for Businesses
Our tailored solutions help business owners navigate the complexities of retirement planning, employee benefits, insurance coverage, and exit planning. With a focus on efficiency and results, we ensure your financial strategies align with both your business goals and personal aspirations. |
| Insurance Planning
insurance planning is a critical component of a comprehensive financial strategy. We conduct thorough reviews to ensure you have the right coverage in place to protect your family, business, and future. From life and disability insurance to long-term care and health coverage, we help you navigate your options and select policies that align with your goals and provide peace of mind. |
| Annuities
Annuities can serve as a tool that offers stability and predictability in your financial plan, especially when planning for retirement. At Success Wealth Management, we help you assess whether an annuity might complement your broader strategy, providing principal protection, guaranteed income, or tax-deferred growth. Our goal is to ensure that every solution we recommend aligns with your goals and supports your long-term success. |
| Estate Planning & Trusts
At Success Wealth Management, we specialize in estate planning strategies that ensure your wealth is preserved, your wishes are honored, and your family is cared for. Whether youre considering trusts, minimizing tax implications, or structuring your estate for efficient transfers, we help you navigate the complexities with confidence. |
| Investment Advice & Management
We take a disciplined approach to portfolio construction, focusing on diversification, risk management, and long-term growth. By aligning your investments with your broader financial plan, we help ensure your portfolio works toward achieving your financial objectives. |
| Risk Management
Risk management is a cornerstone of our financial planning process. We take a proactive approach to identify potential risks and implement strategies to protect your wealth. From insurance planning to mitigating market volatility in your investments, we create strategies to help shield your financial future from the unexpected. |
FAQs |
Why should I choose you as my financial advisor?Choosing the right financial advisor is an important decision that should not be made lightly. I find that clients choose an advisor for three reasons: 1. They like him/her. 2. They trust him/her. 3. They see value in what he/she can provide for their finances. Similarly, working with the right clients is a decision that we also take very seriously. We choose to work with clients who are nice, are open to advice, but most importantly, we have to feel like we can make a significant difference in their lives. With that being said, if you choose us, we will strive to be your most trusted financial professional, and if we are lucky, develop friendships that last a lifetime! |
What are your qualifications? What is your education background?CFP®, Certified Financial Planner Professional AIF®, Accredited Investment Fiduciary® AWMA®, Accredited Wealth Management Advisor ® CRPC®, Chartered Retirement Planning Councelor® CPFA, Certified Plan Fiduciary Advisor CEPA®, Certified Exit Planning Advisor |
How are you compensated? How will I pay for your services?Fee-based. |
How many clients do you currently manage?195. |
Will you be the only person working with me?Yes. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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