Our Services

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.

Wealth Accumulation

As an entrepreneur or business professional, your mind is filled with thoughts of work, family, and a million other errant notions that require your attention throughout the day. One thing that may escape your thoughts is your financial situation. Let Marsico Wealth Management take the burden of saving for retirement and seeking capital appreciation off your mind.

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 enter retirement, you may have new questions regarding your financial investments. How can I be sure I won’t outlive my assets? How do I receive income from my existing resources? What do I need to live comfortably in my later years? Your trusted advisors at Marsico Wealth Management can help you answer these and other questions related to retirement and your income therein.

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.

Estate Planning

Later in life, you may be concerned with your legacy. If your estate isn’t properly prepared, your loved ones could receive bills instead of bequeathments. Let us help you plan for the future, working in conjunction with your accountant, attorney, and other professionals to secure your finances.

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.