our mission
Unique Wealth Solutions works with clients across the country to achieve a single goal: to help everyone we interact with have the knowledge, access, and strategies to help achieve their biggest financial dreams.
our firm
the experts
BILL HERNANDEZ
President & Founder
Bill brings 50 years of experience in the Life Insurance Business. For over 20 years he was Vice-President of the Employee Benefits Division of Keen Battle Mead & Co, a now 102-year-old Insurance Brokerage Agency in Miami Lakes, FL.
After his retirement from Keen Battle Mead & Co., Bill continued to work in the life and annuity business with High-Net-Worth Individuals and Business Owners in the areas of Estate Planning, Trusts, Wealth Creation & Preservation, and IRS Section 7702 Tax-free Retirement Plans.
He also specializes in the area of Tax Reduction and Asset Protection.
expertise
Strategic Tax Planning
Wealth Protection & Maximization
Tax-Free Income Opportunities
Elite Wealth Strategy for Qualified Individuals
JORGE SARRIA
Senior Advisor
Jorge Sarria is a senior advisor for Unique Wealth Solutions with over 20 years of experience in wealth management and estate & retirement planning. Jorge provides guidance for Unique Wealth Solutions to service the needs of the upper-middle to high net worth community in preserving and growing their wealth.
Jorge spent the greater part of the last two decades leading wealth management teams at Morgan Stanley and Merrill Lynch focused on helping a small group of families with all their financial and investment needs. Prior to building his wealth management practice, he worked as an advisor with several start-ups, two of which went on to achieving successful IPOs (initial public offerings) and are still traded in the public markets today.
Prior to his entrepreneurial success, Jorge was a corporate executive and business consultant with experience in a wide variety of global businesses. His experiences include leading merger and acquisition efforts for General Electric in Asia, serving as CFO for Latin America at GE Appliances, and directing corporate consulting engagements at over a dozen Fortune 500 companies.
Jorge graduated with High Honors from the University of Florida with a Bachelor of Science Degree in Industrial & Systems Engineering.
Jorge is an avid golfer, health & fitness enthusiast, and cyclist.
expertise
Strategic Tax Planning
Wealth Protection & Maximization
Tax-Free Income Opportunities
Elite Wealth Strategy for Qualified Individuals
