Who we are
About planwise partners
At Planwise Partners, we are committed to helping individuals, families, and business owners take control of their financial future. As a Boutique Family Office Firm, we offer highly personalized, comprehensive financial solutions, including Wealth Management, Life Insurance, Retirement & Estate Planning, Tax Planning, Business Funding, Debt Elimination Strategies, and Notary Services.
What sets us apart? The name “Partners” reflects our belief that financial success is best achieved with the right team by your side. We bring together experts across multiple financial disciplines, simplifying the process so you can handle everything in one place—with specialists guiding you every step of the way.
Our team of dedicated professionals shares a unified mission: to empower our clients with tailored financial strategies that build generational wealth and ensure financial independence.
Whether you’re looking to secure your family’s future, optimize your business, or achieve financial freedom, we provide the clarity, expertise, and strategic planning you need to succeed.
At Planwise Partners, we make financial success simpler—so you can focus on what matters most.
Our Story - Message from the founder
First and foremost, thank you. With thousands of financial firms to choose from, you’ve chosen Planwise Partners, and that means everything to us. Your trust is not just appreciated. It’s a responsibility we take to heart.
Welcome to Planwise Partners! It is my pleasure to serve you. I’m Arnaldo León, founder of Planwise Partners Insurance Agency. With over a decade of experience in Security Protection and Risk Management, I bring the same level of commitment, discipline, and strategic thinking
to the world of Financial Services.
My journey began in the security industry, where I developed a deep sense of responsibility and foresight—skills that I now use to help individuals and businesses safeguard their financial futures. Transitioning to financial services wasn’t just a career shift; it was an expansion of my commitment to Serve and Protect—this time, focused on your financial well-being.
At Planwise Partners, we don’t just offer financial services — we build relationships, trust, and financial roadmaps that give you peace of mind. My goal is to help you make informed, strategic decisions so you can take full control of your financial destiny. I invite you to connect with us and discover how we can help you build a secure, prosperous, and limitless future. Let’s start planning your success today!
Our Mission
To empower you to achieve financial freedom and build a legacy of generational wealth by
understanding your needs, providing tailored solutions, and doing what’s right for you at every
step. We also empower our financial professionals to become self-sufficient by equipping them
with the tools, training, and guidance needed to dominate their market and achieve success.
Our Vision
To redefine financial planning by empowering individuals, families, and businesses to achieve
generational wealth and financial mastery. Creating a world where financial security and
prosperity are accessible to all, setting new standards of excellence and innovation in holistic
financial services.
Our Partners
