Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Services
Our firm works diligently every day to provide you, your business, and your family with the necessary tools to succeed and conquer the financial challenges you face daily. At Marrero Wealth Management, LLC it is with a deep understanding and appreciation for the risks and opportunities inherent in the markets that we employ risk mitigating techniques to achieve different client objectives no matter how complex your specific situation may be.
Based in Baton Rouge, Louisiana, Marrero Wealth Management, LLC serves clients across the nation, while remaining committed with steadfast focus on each client's individual needs. Our core values of total integrity, honesty, and openness guide every decision for the client's best interest. This is reflected in our high retention rate and referrals from existing clients while maintaining a pristine compliance record.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Reviews
Be the first to review Marrero Wealth Management.
Write a Review
