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Our Process
A Roadmap to Financial Security
At Marsico Wealth Management, we believe financial success comes from a strategic, well-defined plan. Our step-by-step process is designed to bring you clarity, confidence, and long-term financial security.
Our Planning Process
What You Can Expect
At every stage, you can expect a personalized approach carefully tailored to your unique goals and circumstances. We believe in maintaining transparent communication, ensuring you are informed, confident, and comfortable throughout the entire process. Our commitment extends beyond just short-term solutions - we focus on building a long-term partnership designed to guide and support your financial future, adapting as your needs and aspirations evolve over time.
Step 1: Discovery Call
Step 2: Creating Your Personalized Plan
Step 3: Implementation
Step 4: Ongoing Support & Adjustments
What services does Marsico Wealth Management provide?
Who do you work with?
How do I get started with Marsico Wealth Management?
What makes Marsico Wealth Management different?
How are your fees structured?
Can I access my financial information online?
Do you offer retirement planning services?
How often will we meet or communicate?
What makes your process different from other advisors?
Answer
We offer a comprehensive range of wealth management services, including financial planning, investment management, retirement planning, tax strategies, estate planning, and business succession planning.