Imperio Wealth Advisors is a fiduciary wealth management firm serving high-earning business owners, families, executives, and medical professionals in Miramar and Coral Gables, Florida. Its work focuses on tax, liquidity, and estate planning for clients with eight-figure investable assets and significant annual tax liabilities. The firm offers investment management, investment planning, business equity and exit planning, tax and legacy planning, life insurance planning, and retirement and estate planning.

Imperio begins by reviewing a client’s investments, tax exposure, business, and legacy goals, then develops a coordinated plan in collaboration with the client’s CPA and attorney. Its ongoing approach is designed to adapt as a business, wealth, or family needs change. Services for business owners include pre-sale exit planning and management of proceeds after a transaction. For physicians and practice owners, planning may address retirement plan contributions and separation of personal and business assets. The firm also works with affluent families on estate planning and tax-efficient gifting. Imperio Wealth Advisors maintains offices in Miramar and Coral Gables.