Torruella & Landivar Wealth Management Group
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Let's move forward. Together.

Three generations in the front yard

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

We're ready to listen.
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A New Milestone, A New Look

A New Milestone, A New Look

Our Commitment to Puerto Rico

Modernizing our office for our clients and employees

Visit our renovation site

Pursuing your goals together

We are a legacy multi-generational team focusing on assisting our clients with developing comprehensive and diversified investment strategies, income management, financial planning, retirement income planning, as well as credit lines and estate planning, in order to create multi-generation wealth preservation.

  • Mia

    Maria Teresa (Mia) Torruella Hogan

    Account Vice President

    Financial Advisor

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    View bio
    • AZ
    • DC
    • FL
    • GA
    • IL
    • KS
    • LA
    • MD
    • NY
    • PA
    • PR
    • SC
    • TN
    • TX
    • VA
    • VI
    • WI

    Maria Teresa “Mia” believes that personalized service is essential when selecting the appropriate financial plan for her clients. Each plan must reflect their personal and business circumstance and help them build wealth over the long term.  

    Professional History:

    • Mia began her career in the financial industry in 2002, as part of the New Financial Advisor training program. Shortly after, she supported Financial Advisor Jorge L. Torruella; a legacy team member. Prior to that, she spent 7 years working in various sales and marketing roles in the hospitality industry.

    Education and Credentials:

    • Mia has a Bachelor’s Degree in Marketing and International Business from Bentley University in Boston
    • She holds her FINRA Series 7, 65 and 66 Securities licenses
    • Insurance licenses for Life, Health and Variable Annuities

    Personal Life:

    • Mia lives in San Juan, Puerto Rico with her husband Ramon and 14 year old son, Matias. 
    • She is very devoted to her family, traveling and within her community.
    • Mia is particularly active in volunteer programs that involve children, education and mentoring students.  

     

     

      • Bentley University , Bachelor of Science, Marketing & International Business: 1987 - 1991
      • Academia Del Perpetuo Socorro, High School: 1987
        Legacy planning
        Long-term care planning
        Custom portfolios
        Asset allocation
        Sustainable investing
        Multi-generational families
        Women investors
        250 Munoz Rivera Avenue
        A.I Plaza, 16th Floor
        San Juan, PR 00918
        maria.torruella@ubs.com
        Maria Teresa (Mia) Torruella Hogan
        250 Munoz Rivera Avenue,San Juan,PR,00918
      • Mia

        Maria Teresa (Mia) Torruella Hogan

        Account Vice President

        Financial Advisor

        • image
        • image
        • image
        View bio
        • AZ
        • DC
        • FL
        • GA
        • IL
        • KS
        • LA
        • MD
        • NY
        • PA
        • PR
        • SC
        • TN
        • TX
        • VA
        • VI
        • WI

        Maria Teresa “Mia” believes that personalized service is essential when selecting the appropriate financial plan for her clients. Each plan must reflect their personal and business circumstance and help them build wealth over the long term.  

        Professional History:

        • Mia began her career in the financial industry in 2002, as part of the New Financial Advisor training program. Shortly after, she supported Financial Advisor Jorge L. Torruella; a legacy team member. Prior to that, she spent 7 years working in various sales and marketing roles in the hospitality industry.

        Education and Credentials:

        • Mia has a Bachelor’s Degree in Marketing and International Business from Bentley University in Boston
        • She holds her FINRA Series 7, 65 and 66 Securities licenses
        • Insurance licenses for Life, Health and Variable Annuities

        Personal Life:

        • Mia lives in San Juan, Puerto Rico with her husband Ramon and 14 year old son, Matias. 
        • She is very devoted to her family, traveling and within her community.
        • Mia is particularly active in volunteer programs that involve children, education and mentoring students.  

         

         

          • Bentley University , Bachelor of Science, Marketing & International Business: 1987 - 1991
          • Academia Del Perpetuo Socorro, High School: 1987
            Legacy planning
            Long-term care planning
            Custom portfolios
            Asset allocation
            Sustainable investing
            Multi-generational families
            Women investors
            250 Munoz Rivera Avenue
            A.I Plaza, 16th Floor
            San Juan, PR 00918
            maria.torruella@ubs.com
            Maria Teresa (Mia) Torruella Hogan
            250 Munoz Rivera Avenue,San Juan,PR,00918

          Insights

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          Top 10 tax tips

          Tax-smart plans for 2025

          Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.

          As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.

          Read the playbook

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          Backed by the strength of our parent company, UBS AG

          Financial strength

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          A-  Standard & Poor’s
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          A3            Moody’s


          UBS AG, long-term senior secured debt rating. As of 03/31/2024

          More than 160 years

          offering financial advice

          Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

          As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

          Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

          Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

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