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The Hidden Wealth Solution
- Financial Services
- Lake Mary, FL
About this business
The Hidden Wealth Solution offers wealth strategy solutions to preserve retirement accounts including 401K's, IRA's, pension plans and other investments you may have. Our top financial planners in Lake Mary, Florida help clients address concerns on taxes, the stock market and the best ways to invest. We can answer questions on wealth management, tax brackets, financial planning for retirement, how to calculate taxes and more. We help Baby Boomers to preserve their retirement accounts and consider ways to invest so they can t... read more
Location details
250 International Parkway Suite 134, Ste 146, Lake Mary, FL, 32746, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 09:00 a.m. to 6:00 p.m. | |
| Tue | 09:00 a.m. to 6:00 p.m. | |
| Wed | 09:00 a.m. to 6:00 p.m. | |
| Thu | 09:00 a.m. to 6:00 p.m. | |
| Fri | 09:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Very, very helpful, and knowledgeable!! Highly recommend their service. They work as a team on your behalf.
I've been investing with Chuck & Hidden Wealth Solutions for over a year. While its been a difficult year (2023) in the market, Chuck had directed me into the proper investments to protect my savings. Bring able to find the right combination of investments that results in tax savings in both 2022 & 2023 while growing my nest egg has given me security in troubled financial times. Also, anytime I've had a question, Chuck has responded extremely quickly (surprisingly, often after regular business hours). Chuck & his team are pe... read more
Business response:
Peter, thank you for the five star review. Our firm focuses on wealth creation and preservation. We help educate our clients so they can choose how they want to custom allocate their savings into outside the big box store brokerage typical offerings. We provide tax savings planning with tax-efficient vehicles. This enables our clients to grow and protect their money with less tax, reduced risk and the ability to have zero losses in down market years. We strive to answer questions in a timely manner, even if it means working ... read more
Prior to switching my retirement plan of action to The Hidden Wealth Solution, I spent almost 30 years blindly riding the waves of financial boom and bust with my retirement accounts. Despite the fact that I would build up funds in my accounts over the course of a few years and then subsequently lose a significant amount of what I had earned in the next bust, I kept listening to my financial advisors, who said (after each bust), “Stay the course.” Of course, it wasn’t their money that was evaporating… Finally (I say finally ... read more
Business response:
Thank you for your review. Many clients have told us of the losses they’ve experienced with the traditional “hang in and hang on” approach to dealing with market downturns, taxes and inflation. We believe the best way to deal with market downturns and taxes is to greatly reduce and ideally eliminate them altogether by using outside of traditional Wall Street solutions to diversify and minimize market and tax risk. We’re glad you made the decision to attend our educational webinar and to become further educated by scheduling... read more
I have been working with Chuck and his team for over 7 years. They have always looked out for getting the very best returns and tax benefits out of my assets. They are always very responsive in making fine tune adjustments as I approach my retirement. The variety of ever improving financial vehicles allows for a comprehensive diversification of assets. They take the extra time to make sure I have full understanding of anything that we are working together on. The personal attention is outstanding! I am always made to feel th... read more
Business response:
David, thank you for the five star review and for being a loyal, long-time client. It has been a privilege and pleasure to have served your financial and retirement planning needs. As your review states, we are a proactive retirement planning practice. We make adjustments specific to each individual clients needs and stay on top of financial and economic conditions that support needed change. We customize the diversification of our client’s risk across a variety of specific strategies. Our team treats our clients as if they ... read more
Dedicated team, to provide an expert recommendation that works 100% benefiting the clients. I worked with Chuck and his team for more than 13 years. Based on his work I gained the maximum befit possible from my investment.Â
Business response:
Hoss, thank you for the great review. We are honored to have served you for over 13 years. All of our unique, wealth-building solutions are designed with the maximum client benefit in mind.
Personal and creative retirement investment advise totally changed my perspective on investing.
Business response:
James, thanks for your review. We are honored to help you with your retirement planning. We specialize in unique retirement solutions that are crafted to meet each client's individual planning needs. We have a distinct advantage in having investment advisory services with CFP's, CFA's and PHD's on our Institutional money management team.
We are so excited to be working with the team at Hidden Wealth Solutions! We have been so impressed with their full suite of services and are very much looking forward to having an investment advisor who also thinks about the tax implications for the choices we make. They have also introduced us to some unique investment opportunities to help balance out our portfolio, which we couldn't have found anywhere else. Their customer service has been unbeatable and the plan they put together for us has us very excited about an earl... read more
Business response:
Thank you for the five star review. It is a pleasure to serve you and your financial retirement plan. We find that taxes are the biggest robber of wealth in retirement. The best retirement plans recognize this fact and strategize accordingly. We like for our clients to be no tax or low tax retirees. We are very fortunate to have access to investments that are outside of the ordinary Wall Street opportunities. We have a great team of professionals who enable our practice to offer full, comprehensive wealth planning and manage... read more
I have attended a few Hidden Wealth Webinars over the past two years and was impressed with the presentations. My work 401K representatives have been nonresponsive when reaching out to them. I would ask how much risk do I have in the accounts that I am investing in--no response. Knowing that 401K can be a tax bomb, I decided to sign up with Hidden Wealth Solutions. They have excellent customer service! and are able to explain how the funds that I am investing in work. Since I have moved my funds to Hidden Wealth during this ... read more
Business response:
Carol, thank you for the five-star review and for your comments on our educational webinars. As a matter of professional practice, we strive to always acknowledge and answer questions and concerns from our clients in a timely manner. Helping clients with tax elimination, income maximization and lifestyle/legacy preservation is the focus of our practice. Thank you for allowing us to serve you and your financial needs.
Frequently asked questions about The Hidden Wealth Solution
How is The Hidden Wealth Solution rated?
The Hidden Wealth Solution has a 4.9 star rating with 71 reviews.
When is The Hidden Wealth Solution open?
The Hidden Wealth Solution is closed now. It will open tomorrow at 9:00 a.m.
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