About Us
About WealthMore Financial Strategies
Partnering with WealthMore Financial Strategies allows you to have access to creative tax-saving strategies that can save you hundreds of thousands of dollars. If you are a high-earning professional or business owner, then WealthMore could dramatically increase your personal net worth. We work together with your other business advisors to implement our unique long-term tax and investment strategies.
WealthMore Results
We’re here to ensure that you maximize the rewards of owning your own business or profession. WealthMore Financial Strategies have proven to work for many business owners and professionals. Because of our knowledge, expertise and experience most of our clients are referred to us by accountants, tax lawyers, and our existing clientele.
Meet the Team
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Larry K. Berdugo
CH.F.C., CFP, CLU, CFSB | Managing Principle
Larry is the WealthMore Financial Strategies managing partner and independent broker. Larry’s belief in pragmatic financial and insurance planning strategies stems from his own personal experiences – his father passed away unexpectedly with no life insurance. Read More
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Mary Li
DESIGN DIRECTOR
Solutions oriented Director of Client Experience, Mary Li comes with over 12 years of group pensions and benefits experience. She is responsible for day to day administration and operations of the firm. Read More
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Omari Whyte
B.Comm, CIM®, PFP®, CFP® | Wealth Advisor
After spending 18 years learning from and training financial advisors, I moved into my ultimate passion - working with families on their bright futures. Read More