Prime Wealth Development - Miami, Florida

Shreya Ishita

Facing a critical decision with $800,000 on the line for our EB-5 green card investment, we needed expert guidance, and Julio delivered. He not only brought his deep expertise of the real estate market, but his methodical approach, breaking down complex financial projections into easily digestible terms, gave us immense clarity. Julio's deep understanding of real estate investment structures & asset classes was evident when he identified a potential red flag in one of the projects that we had completely overlooked. He delivered a meticulously detailed report, assessing both options from various angles (market risk, financial risk, etc.), and patiently walked us through his thesis. Julio's professionalism, his attention to detail, and his extensive experience instilled confidence. Thanks to Julio's assessment, we confidently chose the investment option with the strongest potential for capital return.

We're extremely thankful to Julio for his expert help and would highly recommend him to anyone.

S Weston Harmer

Julio with Prime Wealth Development was fantastic. He helped us with our financial model and taught us many things along the way. Julio was not only knowledgeable but a pleasure to work with during the process. We will be using Julio for all of our Real Estate needs. Thank you, Prime Wealth and thank you, Julio!

Coby Pfaff

Julio has provided invaluable financial guidance and strategic advice to our agency. Through robust financial reporting and thoughtful analysis of our business model and needs, he has provided tremendous value. Aside from this, he is professional and a it's pleasure working with him. I highly recommend Prime Wealth Development.

Abdiel Basto

I have dealt with a number of financing brokers and I can honestly say that Julio @PrimeWealthDevelopment ranks in the TOP two.
Julio is not only knolwedgeable but also thorough in his approach. He sought to understand my project and business model before engaging me as a client. He offered more than financing leads, he actually took us by the hand throughout the process. Working with Julio makes it hard for you to think there is better support in this industry which at times may feel like the high seas off the coast of Somalia, rife with pirates.
I will surely ask Julio and his team for help on our next project.

Kevin O'Connor

Julio has been a life saver. His 30+ Years of experience in multi-million dollar companies really gave us an advantage as a start up. Julio has been proactive and secured the team necessary for us to go to the next level with The Remedy IV! We're blessed to have him.

Nick Shiels

Collaborating with Julio and the entire team at Prime Wealth Development has been an absolute delight. Their commitment to transparency and honesty is truly commendable. I eagerly anticipate continuing to work alongside the team for many more years to come.

fernando fragoso

The relationship and collaboration with prime wealth for us has been amazing; julio Ortiz is a professional talented man and with a lot of experience in the financing arena. I think that of our jva’s in kybalion capital; the one we have with julio is one of our favorites and most effective ones.

Michael Ballstaedt

Julio is extremely kind and professional. I have really enjoyed my business interactions with him and would strongly recommend his services