At Marsico Wealth Management, our services have one thing in common – they are focused solely to benefit you. To facilitate your financial journey we have streamlined our services into three sections, with each designed to help you in a different part of your financial life. On the road toward financial safety, you can learn strategies designed to grow your wealth, provide income for your retirement, and protect your loved ones after your passing. Click on a topic below to learn more about each of our offerings.
We alleviate the stress associated with investment decisions by simplifying the language and figures into easy-to-understand terms. Let us work with you to develop goals unique to your situation and create comprehensive plans designed to meet those goals. Our objective is to help you build and preserve wealth for the necessary expenses of life, such as a first home, education savings, or retirement.
Retirement Income Planning
As you approach retirement age, your financial objective is likely to change from capital appreciation to income and preservation. We help you transition those assets – your hard-earned money – to investments that align with your new goals. We take into account your tax status, risk tolerance, and total net worth to help ensure you will live comfortably during your retirement.
Together, we review all of your assets and utilize tax planning strategies to help prevent the loss of capital when your family and friends collect their inheritance. We help ensure that your legacy will remain intact and transition smoothly onto your loved ones. With our knowledge and planning, you and your family will be prepared if and when unfortunate events occur.