Jorge P. Casariego, CFP®, ChFC®, CEPA®, is a Founding Partner and Private Wealth Advisor who works primarily with business owners and entrepreneurial families on integrated wealth management and long-term financial decision-making.

A Miami native, Jorge began his career in financial services while attending the University of Miami where he graduated with degrees in Finance and Marketing. His experience shaped a planning-first approach focused on coordinating investments, tax-aware strategies, risk management, and business transition planning into a single, cohesive framework.

As a co-founder, Jorge helps guide the firm’s strategic direction and collaborative culture, ensuring clients benefit from disciplined thinking and coordinated advice. He is known for his clarity, strategic mindset, and ability to translate complexity into practical decisions that support lasting outcomes.

Jorge lives in Miami with his wife, Priscilla, and is actively involved in community and nonprofit work. Outside of the office, he enjoys spending time outdoors, traveling, and being with family and friends.