top of page
financial advisor near pittsburgh

Financial Confidence for Life

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.

a couple talking about retirement planning with financial advisor

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.

1.png
Untitled design (43).png

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

2.png
Untitled design (43).png

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

3.png
Untitled design (43).png

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

Financial Education to Empower You

Investing, tax strategies, retirement tips, etc.
Financial advisor going over investments with a client

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.

Untitled (Facebook Post)_edited.jpg

How Can We Support You?

Wherever life takes you, we're here to guide you forward.

location

1018 Pittsburgh Rd.

Valencia, PA 16059

website
Marsico wealth management LinkedIn
Marsico wealth management Facebook

This website is for informational purposes only and does not constitute investment advice nor a solicitation to buy or sell any security or engage in a particular investment strategy. Marsico Wealth provides advisory services through Rossby Financial LLC, a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Information contained herein is provided by sources deemed to be reliable; however, accuracy and completeness cannot be guaranteed, as past performance does not indicate future results. Rossby Financial LLC and its affiliates do not provide tax or legal advice.

bottom of page