About Us

Burgos & Brein Wealth Management, based in Orlando, specializes in assisting veterans through VA Aid & Attendance claims, long-term life planning, retirement planning, and Medicare. With over a decade of experience, our team combines empathy with expertise to ensure the community and its loved ones are prepared and secure for the future.

About Burgos & Brein Wealth Management

Founding Principles

Founded by Gabriel Burgos, Burgos & Brein Wealth Management is driven by a passion for providing comprehensive, unbiased financial services. Our firm prioritizes understanding our clients' needs, fostering trust, delivering personalized service, and developing strategies aligned with their unique goals. Our principles reflect a firm commitment to their financial success.

Our Philosophy

We believe in empowering everyone with retirement readiness and comprehensive long-term care through meticulous financial planning. Recognizing finance's complexity, we simplify it to unlock opportunities for our clients, ensuring they meet their goals. Emphasizing VA Aid and Attendance for veterans and Medicare Planning for seniors is vital in our mission to ensure their well-being, dignity, and security.

Our Commitment

At Burgos & Brein Wealth Management, we are resolutely committed to alleviating the stress tied to financial planning and healthcare. Our unwavering dedication is channeled towards ensuring our clients' financial success and good health. Guided by a proactive approach, we cultivate enduring relationships built on trust and mutual respect. We pledge to consistently strive for your financial stability and prosperity, offering professional advice and comprehensive solutions tailored to your individual requirements.

Our Expertise

  • Retirement Planning: IRA/401(k) Rollovers, Lifetime Income Planning
  • Asset & Estate Management: Wealth Management, Estate Planning
  • Healthcare & Insurance Planning: Medicaid, Long-Term Care, VA Aid and Attendance, Medicare Planning
Burgos & Brein: Where your financial well-being is our priority. Let us guide you towards a secure and prosperous future with our expertise and commitment to your success.