MARKEY WEALTH MANAGEMENT was founded in 2009 with a mission to Build, Manage, and Preserve your assets. With a personal, long term focus we seek to serve as an alternative to the monolithic "big business" Wall Street firms that are so transaction oriented. We view our clients as individuals, not commodities, with an overwhelming need for an independent, professional, and fiduciary approach to wealth management.
Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals. A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.
Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals. A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.
Services
MARKEY WEALTH MANAGEMENT was founded in 2009 with a mission to Build, Manage, and Preserve your assets. With a personal, long term focus we seek to serve as an alternative to the monolithic "big business" firms that are transaction oriented. We view our clients as individuals, not commodities, with an overwhelming need for an independent, professional, and fiduciary approach to wealth management.
With over 35 years of financial and retirement planning experience, Markey Wealth Management offers a breadth of knowledge to provide a broader wide range of comprehensive services. As part of your financial team, we help you navigate through an often complex and ever-changing financial-services world.
Markey Wealth Management, an independent investment management practice, was established in 2009 to serve clients in our community with a personal touch. We offer professional services and guidance, developing long-term relationships with our clients. Our mission to build, manage and preserve your assets - whether you are saving for college, building a career or planning for retirement - is focused on your goals.
Markey Wealth Management is always looking for individuals who share our drive and passion to provide the best customer experience for our clients as we work with them to pursue their financial goals. If you are interested in joining our team as a financial advisor or financial associate send a cover letter and resume to office@markeywealthmanagement.com.
Our process begins with consultation that focuses on your financial goals to create a customized portfolio tailored to your specific needs. As our client, we view you as a lifelong member of the Markey Wealth Management family. We monitor, manage and continue to work closely with you along the way to help you navigate the roadways in building your personal wealth and family legacy.
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