Belpointe Wealth Management

A Strategic Process to Build on Your Success

Gone are the carefree days of your 20s. Now you are focused on advancing your career and devoting time to your growing family, all while allowing time for self-care. Your time is precious, and your financial complexity is growing. You are constantly asking yourself if you are handling your finances correctly at a time when you are starting to make real money. You want to take charge of your finances, manage this complexity, and make smart financial decisions that build your wealth.

My name is Pedro Ramirez Jr. As a Wealth Manager with Belpointe Asset Management, I help bring strategy, organization, and leadership to your financial situation. Working collaboratively, you and I will draw on the strategic planning process you already implement in your workplace. Through ongoing conversations, we will put the ever-changing pieces of your financial life together to help you achieve your personal, family, and career goals.

Services

• Cash flow planning best practices

• Advanced tax planning

• Estate protection strategies

• Investment management and education

• College funding planning

• Employee options and restricted stock planning

• Company benefits planning

• Health, life, and disability insurance planning

• Home purchase financing options

• Virtual client service model

• Education on how to “invest” small amounts of “play” money

Pedro Ramirez Jr., CRPC®

Senior Wealth Manager

Email: pedro.ramirez@belpointewealth.com  
LinkedIn

I graduated from Cornell University with a B.S. in Business Management and Marketing. I began my professional career in the garment center in NYC, as a Buyer for Abraham & Straus Dept. Stores and then at Ross Stores Inc. I also worked on the wholesale side of the apparel business in sales and sales management with Joe Boxer as a National Sales Manager and then as a Sr. VP of Sales & Merchandising with Signature Apparel Group. Through these experiences, I learned the importance of formulating a strategy, identifying the financial resources needed to achieve that strategy, and how to adapt to an ever-changing economic landscape.

These experiences helped build the financial foundation for what I do as a Senior Wealth Manager. I have been with Belpointe Asset Management since 2009. In this role, I am a fiduciary charged with the highest standard of care. This means I must always act in my client’s best interest and must place client interests ahead of all others, at all times. I must act with undivided loyalty and utmost good faith; be transparent in all my dealings; and avoid conflicts of interest.

Mentoring is a passion of mine. I mentor business owners through the collaboration of the Stanford Graduate School of Business and the Latino Business Action Network. I have worked with high school students interested in entrepreneurial pursuits through the BUILDNYC program. I coached and served on the Board of Directors for the Greenwich Basketball Association and Greenwich Jr. Babe Ruth Baseball League. I am also active with Cornell University as an Ambassador in the CAAAN program. I live in Greenwich, CT with my wife Kathleen and two children Caitlin and Alejandro.

Education and Designations

• Cornell University, B.S. in Business Management and Marketing

• CRPC, Chartered Retirement Planning Counselor

• Licensed Life, Health and Annuities Producer

• Securities Examinations Series 7 & 66

Am I a Good Fit for You?

You want to partner with a financial advisor whose expertise is working with people just like you. We may be a good fit for you if you:

• Are a corporate executive facing increasing financial complexity and seeking the confidence that comes with knowing you are handling your finances correctly

• Are looking for an advisor to bring strategy, organization, and leadership to your financial situation

• Have investable assets of more than $150,000

• Want to work in a collaborative manner, drawing on the strategic planning process you implement in your workplace

• Seek to engage in periodic and consistent conversations that allow us to review, revise, and add actions as necessary

• Would benefit from an enhanced virtual client engagement experience structured to support the busy lives of corporate executives, including an online scheduling app, an online portal offering 24/7 access to your investments and financial picture, and virtual meetings to supplement our in-person meetings

Schedule an Introductory Call

Let’s discuss what’s on your mind and how I may be able to help. Schedule a complimentary 30-minute phone call today.

Send Me a Message