OWNER WEALTH · BEYOND THE BUSINESS
Your company is handled. Now build the wealth around it.
Once the business runs clean, the real questions get personal — where idle cash sits, how the next generation is protected, what retirement looks like across two countries. Garzon Meridian brings the same cross-border discipline to your own balance sheet.
A free intro call, in English or Spanish.
WHAT WE COVER
Four areas, one cross-border view.
We don’t sell products. We coordinate the four pieces of an owner’s personal balance sheet — alongside your attorneys and home-country advisors.
01
Investment management
ortfolios and retirement accounts managed through a licensed advisory layer, with your assets held at third-party custodians. Never with us.
02
Retirement, structured in time
High-earner retirement vehicles only work before year-end. We plan them into the calendar, not into April.
03
Individual financial planning
Compensation, savings, insurance review, and cash flow for the owner and the family — connected to what the business can actually support.
04
Estate & succession
Cross-border families need cross-border planning. We coordinate the strategy and bring in qualified attorneys and tax professionals to execute it.
Build the wealth your business has earned.
A [20-min] call — a real price and your top 3 priorities, in English or Spanish. No hard sell.
Where this fits — get set up → run clean → get funded → build your wealth.
Run by Edgar Ochoa — Investment Adviser Representative · cross-border finance. Investment advisory services offered through empiriKal Partners LLC, a Registered Investment Adviser.