About Us


OUR MISSION

We are committed to understanding your unique financial dreams and needs, crafting personalized strategies to meet and exceed your long-term goals. We tackle the challenges of today's families with comprehensive solutions for debt management, savings, retirement, and more, ensuring a smoother financial journey.

OUR VISION

Our vision is to transform wealth management with bold, innovative solutions that empower your financial success. Coral Wealth is dedicated to exceptional client satisfaction, guiding you to a future where your financial well-being surpasses expectations, making your dreams a 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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Melissa Cardoza

Client
Support

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JESSICA VELEZ a

MARKETING
SOLUTIONS

ABOUT THE FOUNDER

Coral Wealth Management is redefining how Clients and their Advisors work together. We offer our expertise so that your investment strategy aligns with your needs and your unique vision for the future. We believe everyone deserves to have a confident retirement. As Independent Advisors, we can focus on serving our clients' best interests and not the agenda of some large corporation. We do not have proprietary products, we do not have monthly sales quotas and we don't have any hidden fees. We represent no one else but you and your family. How do we do it? Simple. We listen more. We help you understand more. We reach out more. We strive to build relationships that are open, responsive, and inclusive. We take the time to listen and understand your individual goals and objectives. We then build you a personalized and easily understandable retirement roadmap.

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Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long- term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Your financial success is more than bar graphs & pie charts. It's about You.

By focusing on your objectives, we seek to ensure our client relationships
are among the most enduring.

  • It's about dedication: Our clients opt to work with us because they know the stakes are too high to accept anything other than investment excellence. Some have achieved some success managing their own money, but they recognize that expert guidance will bring new possibilities within reach. Others have come to the realization that their current advisor isn't truly focused on their unique goals. And while our clients come to us for many reasons, they stay with us because we offer personalized, service-driven wealth management unlike anything they've experienced before.
  • It's about unbiased advice: We're a firm that seeks to adhere to the highest fiduciary standards and provide our clients advice that is truly unbiased. We accept no incentives that might cloud our judgment or sway our allegiance.
  • It's about communication: We conduct extensive research to inform our financial strategies, but that's not enough. You should know what's in your portfolio and why. From our conversations with you to our reporting, we communicate in a way that is simple, streamlined, and easy to understand.
  • It's about having the right tools: As part of our best-in-class service, you also receive a personal and secure online financial dashboard where all their data is consolidated in a way that paints a clear picture of their finances in real time. This personal financial tool helps clients get organized, budget, keep track of their progress and run “what-if” scenarios with their savings and assets.
  • It's about looking at the big picture: We believe and practice a holistic approach of Financial Planning and Investment Management. We look at your total financial picture, not just your investment portfolio. We want to understand your individual goals and objectives. The benefit of working with us is our ability to provide clear and easily understandable explanations of financial products and services.
  • It's in writing: We provide you with a written and personalized retirement and investment roadmap that is tailored to meet your individual goals and objectives.

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