ABOUT US

OUR MISSION

We are dedicated to grasping your individual financial aspirations and requirements, developing customised strategies designed to achieve and surpass your long-term goals. We address the complexities faced by today’s families with all-encompassing solutions for debt management, savings, retirement, and beyond, facilitating a more seamless financial journey.

OUR VISION

Our vision is to revolutionise wealth management through innovative and daring solutions that enhance your financial success. At Coral Wealth, we are committed to outstanding client satisfaction, steering you towards a future where your financial well-being exceeds your expectations, turning your dreams into reality.

THE TEAM

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Dennis H. Coral

Managing Director,
Wealth Advisor

More About the Founder
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Jonathan Abosaid

Operations
Manager

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Alexander Bublick

Registered Client
Service Associate

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Melissa Cardoza

Client
Support

Jessica Velez

Jessica Velez

Marketing
Solutions

ABOUT THE FOUNDER

Dennis Coral, MBA, is the Founder and Managing Director of Coral Wealth Management, LLC., an Independent SEC registered fiduciary wealth management firm dedicated to helping individuals, families, and business owners build, preserve, and transition their wealth into retirement with financial confidence.

For more than 20 years, Dennis has guided clients through some of life's most important financial decisions, with a particular focus on helping them successfully transition from their working years into retirement. As a fiduciary, he is legally and ethically committed to acting in his clients' best interests by providing objective advice and personalized wealth management and investment strategies designed to help clients pursue long-term financial security and peace of mind.

Dennis began his career at Morgan Stanley, where he spent more than a decade and became one of the firm's youngest Vice Presidents in Florida. He later joined the Private Wealth Division of Truist Bank, advising business owners and high-net-worth families on retirement planning, investment management, and wealth preservation before founding Coral Wealth Management.

Today, Dennis works closely with clients to simplify complex financial decisions and coordinate every aspect of their financial lives. His areas of focus include retirement planning, investment management, retirement income planning, wealth preservation, estate planning coordination, and long-term financial planning. He believes every successful financial plan begins with understanding what matters most to each client. Dennis takes the time to listen, educate, and develop personalized strategies that align with each family's goals, values, and vision for the future.

In addition to serving clients, Dennis teaches Personal Financial Wellness at Florida International University and serves on the Advisory Board of the FIU College of Business. He also serves on the Board of the South Florida Chamber Foundation.

Dennis is also the creator and host of the Wealth Beyond Numbers Podcast, where he shares educational insights and interviews with industry professionals on topics that extend beyond investing including leadership, entrepreneurship, retirement, tax strategies, estate planning, health, and personal growth to help executives, business owners, and families make more informed financial decisions.

Whether helping professionals prepare for retirement, assisting business owners with succession planning, or guiding families through significant life transitions, Dennis is committed to helping clients move forward with clarity, confidence, and financial peace of mind.

Outside the office, Dennis enjoys spending time with his 12-year-old son, staying active through biking and exercise, traveling, cooking, reading, and relaxing at the beach.

Helping individuals, families, and business owners transition their wealth with financial confidence today, tomorrow, and for generations to come.

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AS SEEN ON

Coral Wealth Management has been featured in the following media outlets:


OUR APPROACH

Whether you're looking to grow your wealth, safeguard your loved ones, or maintain your assets, our tailored service is centred around your specific needs, desires, and long-term objectives.  With years of expertise in financial services, our dedicated team is here to assist you in addressing both your immediate requirements and future aspirations. We eagerly anticipate the opportunity to collaborate with you on this journey.

At our firm, we are dedicated to providing exceptional service and unparalleled support to every client we work with. To ensure we uphold this commitment, we intentionally limit the number of clients we take on each year. 

YOUR FINANCIAL SUCCESS IS ABOUT YOU It's about You.

By concentrating on your objectives, we aim to cultivate some of the most enduring client relationships in the industry.

  • IT'S ABOUT DEDICATION: Our steadfast dedication is why clients choose to work with us; they recognise the significance of investment excellence in achieving their financial dreams. Whether some have tasted success managing their own funds or others have uncovered that their current advisor isn't truly aligned with their unique aspirations, they all find that our personalized, service-driven wealth management is unlike anything they've experienced before.
  • IT'S ABOUT UNBIASED ADVICE: We are committed to upholding the highest fiduciary standards, offering our clients advice that is genuinely impartial. By refusing any incentives that could compromise our judgement or loyalty, we ensure that your best interests remain our sole focus.
  • IT'S ABOUT COMMUNICATION: While comprehensive research informs our financial strategies, effective communication is equally vital. You deserve to know what's in your portfolio and the reasoning behind each decision. Our interactions, from discussions to reports, are designed to be straightforward, streamlined, and easily comprehensible.
  • IT'S ABOUT HAVING THE RIGHT TOOLS: As part of our premier service, you gain access to a personal and secure online financial dashboard that consolidates all your financial data. This intuitive tool presents a transparent snapshot of your finances in real time, helping you get organised, track your budget, assess your progress, and run “what-if” scenarios with your assets and savings.
  • IT'S ABOUT LOOKING AT THE BIG PICTURE: We adopt a holistic approach to Financial Planning and Investment Management. Our aim is to evaluate your entire financial landscape, not just your investment portfolio. By understanding your unique goals and objectives, we can provide you with clear, easily digestible explanations related to financial products and services.
  • IT'S IN WRITING: We deliver a written and customised retirement and investment roadmap, specifically tailored to meet your individual goals and objectives, ensuring you have a clear and actionable plan for your financial future.
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8 PILLARS OF TIMELESS INVESTMENT WISDOM

In an environment defined by fluctuating markets, enduring success is founded upon disciplined, time-honored principles. Our complimentary ebook, "8 Timeless Principles of Investing," provides the essence of investment excellence, offering you the clarity and confidence required to nurture and preserve generational wealth. Within this guide, you will discover how to:

  • Navigate Market Volatility with Poise.
  • Commit to Long-Term Objectives
  • Master Foundational Strategies

Move beyond speculation—embrace investment with confidence

ACCESS YOUR COMPLIMENTARY EBOOK TODAY

schedule free consultation

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