Wealth Management
Jorge Vazquez
Owner & Financial Advisor
Vazquez Wealth Management
Ocala, FL
About
Jorge Vazquez is the founder, owner and principal advisor of Vazquez Wealth Management in Ocala, Florida. He provides personalized financial guidance to individuals, families and business owners, focusing on retirement planning, business succession and tax-efficient investing and distribution strategies. He is a graduate of the University of Colorado Colorado Springs.
Vazquez Wealth Management is an Ocala, Florida practice offering personalized planning, retirement strategies, business solutions and tax-efficient wealth management.
Who they work with
Individuals, families and business owners making decisions about retirement, business transitions and tax-efficient wealth management.
Planning focus
Services
- Retirement planning
- Budgeting and cash-flow analysis
- Personalized investment portfolios
- Tax planning resources
- Estate strategy
- Wealth management
Talk with Jorge
Share a few details and Vazquez Wealth Management will reach out to you directly.
Per FINRA BrokerCheck, Jorge Vazquez is a registered representative and investment adviser representative of Equitable Advisors, LLC.
Jorge Vazquez is an independent professional and is not employed by Bloodline. Details on this page come from Vazquez Wealth Management's public materials and regulator records as of October 2026. Bloodline does not provide investment, tax or insurance advice. Before you engage any financial professional, you can check their background on FINRA BrokerCheck.