Mariaca Wealth Management

I love when people ask me about what I do as a wealth manager and why I do it. The conversation always comes around to two of the most important people in my life: my parents. Everything I do for my clients and for my business is inspired and informed by them and their lessons. I learned first-hand from my mom and dad how hard work and perseverance can help a family achieve great financial success and the freedom to live a prosperous life.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

Retirement is often considered the golden age of our lives, but without careful planning, it can be a period of financial hardship. To reduce the stress of uncertainty in retirement, we recommend that all individuals adopt a financial plan to better understand their personal situation, and establish a saving and investment plan to help guide them towards a comfortable and secure future.

As an affluent investor, you have worked hard to create, grow and maintain your wealth. You have overcome difficulties and made the most of opportunities to get where you are today, and you should be proud of your achievements. But the fact is, your job is not over. In the coming years, you will almost certainly face more challenges-and more opportunities.

Ensuring a meaningful legacy that protects all that you have worked for and efficiently pass it on to future generations takes planning. When done correctly, your wealth transfers according to your wishes and in a way that supports your values, meets charitable aspirations, maintains privacy, minimizes taxes, and protects your heirs from creditors, third parties or the bad behavior that can come with too much, too soon.