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Welcome to Marsico Wealth Management
Personalized financial guidance, rooted in trust and built for your future.
At Marsico Wealth Management, we're committed to helping you build, protect, and enjoy your wealth with confidence. Whether you're preparing for retirement, navigating a life transition, or looking to grow your investments, our team is here to guide you every step of the way.
We take pride in delivering personalized financial strategies with honesty, clarity, and care - because your goals deserve more than a one-size-fits-all plan. Here, you're not just another client. You're part of the Marsico family.
Let's create a financial future you feel good about.
Who We Work With
We work with retirees, business owners, individuals, and families who want a clear path forward. Whether you're preparing for retirement, growing a business, or building long-term wealth, we tailor our advice to fit your life.
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Retirees & Pre-Retirees
From retirement plans and tax strategies to succession planning, we help you align your business success with your personal financial goals.
Retirees & Pre-Retirees
Business Owners
From retirement plans and tax strategies to succession planning, we help you align your business success with your personal financial goals.
Business Owners
Individuals & Families
Whether you're starting your career, growing your family, or planning ahead, we guide you through budgeting, saving, and investing for a more secure future.
Individuals & Families
A Clear Path to Financial Peace of Mind
Experience a planning process that's built around you. At Marsico Wealth Management, we take the time to understand what matters most - then design a strategy to help you reach it, with ongoing support every step of the way.
Discovery Meeting
Customized Plan
Implementation
Ongoing Support
Marsico Wealth is Built on Trust, Clarity, and Care
At Marsico Wealth Management, we believe financial success goes beyond the numbers - it's about creating a life filled with security, freedom, and opportunity. That's why we offer personalized wealth management strategies tailored to your unique journey, helping you grow, protect, and enjoy your wealth with confidence.
As a fiduciary firm, we're proud to always act in your best interest. With 20+ years of experience guiding individuals, families, and business owners, we take a proactive approach to investment management, retirement planning, tax strategies, and estate planning - built to align with your values and long-term vision.
We do what we do because we understand the complexities of wealth. Whether you're planning for retirement, navigating a business transition, or building your legacy, our mission is to bring clarity to your financial path - so you can focus on what matters most.
