Family Wealth Management

We serve as your financial hub, heading up a team of professionals including wealth, tax, and legal specialists to support you in meeting your life-long and legacy goals.
Our wealth management consultancy proactively works together with leaders in complementary disciplines across the Marcum affiliates. In this way, we can comprehensively address your financial dynamics, including your tax and estate planning situation relative to your overall wealth.
We base all advice on a customized financial plan grounded in your situation and vision. This plan, along with our time-tested processes, helps create investment solutions and strategies that are in your best interest.

Our unbiased agenda is to do right by you. As your fiduciary, we put your interests and your goals first.
We can educate you every step of the way on all facets of finances to support you in making informed decisions.
We aim to be your first call, and your primary resource for answers on all aspects of your financial world. If we do not have the answer, we have the curiosity and resources to find it.

A primary resource to help navigate your life-long goals.