As a Registered Investment Advisory firm, we provide sound investment management services, retirement planning and financial advice. We believe in building respectful, courteous relationships with our clients, and work with people who want quality service with a personal touch. From individual investors, to families, to those building a solid retirement plan, we're here to help.
Services
After meeting with us, clients choose from among several investment strategies that best fits their situation and investor profile. We then manage the portfolio on a discretionary basis with a goal of achieving the client's longer-term objectives. Prudently managing assets is more than simply buying different investment vehicles - it encompasses an entire process.
Employees could grow their retirement, tax-deferred. Companies providing these plans were seen as generous -- caring for employees and providing a vehicle to help them plan for a secure future. Dominated by huge financial services companies, filling fund lineups with high-fee, proprietary funds, the 401(k) benefit became a burden, difficult to understand, and even more difficult to navigate.
The relationship between a client and a financial advisor is a two-way street based on communication, respect and honesty. We honor those values and work with people who honor them, too - because being nice is in everyone's best interest. There's no cost or obligation to start the process - we value your time and want to help you keep more of your hard-earned money.
A power of attorney document can bring relief and preparedness to your financial life - but there are a few considerations to make before signing. If a reduction in Social Security benefits has you worried, strategizing multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap.
Reviews (1)
Larry Newman
Oct 01, 2018
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I found Alex Marek and his staff to be incredibly unhelpful. I wish I could say that they simply were not timely; however, they frequently did not return texts or emails at all. When they actually did respond, they didn't provide help, rather they simply and arrogantly reiterated that which was not helpful in the first place. When I told Alex that I could not work with his admin, he recommended I use another wealth management service. With customer service that poor, it was the only good advice he offered.