Financial Advisor
Welcome to Marsico Wealth Management LLC
Your Trusted Financial Advisors in Pittsburgh, PA!
At Marsico Wealth Management, we are dedicated to providing comprehensive financial planning and investment management services that empower our clients to achieve their unique financial goals. With a client-centered approach, a commitment to integrity, and a team of experienced professionals, we strive to build strong, long-lasting relationships with each individual and family we serve.
Who We Are
Marsico Wealth Management is a leading financial advisory firm located in the heart of Pittsburgh, PA. Established with a passion for helping others navigate the complexities of wealth management, we have proudly served the local community for [X] years. Our team of skilled and knowledgeable advisors brings together decades of combined experience in the financial industry, ensuring that our clients receive the highest level of expertise and guidance.
Our Approach
As a client-first firm, we take the time to understand your specific financial aspirations, concerns, and priorities. Your goals become our goals, and we work diligently to craft personalized strategies tailored to your unique circumstances. Whether you are planning for retirement, seeking to preserve and grow your wealth, or navigating life transitions, we are here to provide the
Our Sevices
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. A well-grounded and effective plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including insurance planning, tax planning, retirement planning, estate planning, and much more. Learn More...
Tax Planning
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter. However, similar to planning that goes into living a happy and fruitful life, a well-planned tax strategy can yield great benefits – but only if it’s done professionally, and earlier on during your wealth accumulation cycle. Learn More...
Succession Planning for Business Owners
When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more. But what about Succession Planning? Wouldn’t you like an orderly “exit” from the business, once it’s time for you to take a back seat? Learn More...
Tax Planning for Business Owners
Business transactions are becoming more complex each year. And with that, the world of taxation grows in complexity as well. As the rules of doing business, within a single jurisdiction or across multiple jurisdictions, change, so does the need for assessing their tax impacts on specific transactions. As a business owner, you have other critical things to worry about – like running your business. Why not trust experts with the tax planning aspects of your business, while you focus on the rest? Learn More...
Why Choose Marsico Wealth Management
Experience
Our team boasts a diverse background in financial planning, investment management, and wealth preservation, ensuring that you benefit from a wealth of knowledge and insights.
Personalized Solutions
We recognize that no two clients are alike, which is why we create customized financial plans and investment portfolios that align with your objectives and risk tolerance.
Independent Advice
As an independent firm, our recommendations are free from conflicts of interest, and we are solely focused on what is best for you and your financial future.
Commitment to Excellence
Our commitment to delivering exceptional service is unwavering. We strive to exceed your expectations and earn your trust through consistent communication, transparency, and reliability.
Holistic Approach
Our comprehensive approach to financial planning encompasses various aspects of your financial life, including investment management, retirement planning, estate planning, tax strategies, and more.
Meet Our Team
Client Investment Associate
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