Investment Management, Retirement, Cash Flow & Legacy Planning

Meet The Owner

 Who We Help The Most


Retirees, Pre-Retirees, Tax Concerned Individuals, Retiring Business Owners & Landlords

PROTECT


Defend your best interests, proven by a

HISTORY OF LOYALTY & HATING COMMISSIONS

CUSTOMIZE


Manage sudden wealth events and address your investment concerns through

TRADITIONAL, TACTICAL, SOCIAL & EMOTIONAL INVESTMENT SOLUTIONS

REDUCE TAXES & COSTS


Defer, reduce or eliminate taxes and fees on your investment portfolio or the sale of your private investment or business property through

LIKE-KIND EXCHANGES & TAX EFFICIENT PRODUCTS

 GUIDANCE


Life gets complicated, and you should rest assured that you are a phone call or a short drive away from a commission-free

LIFE-LONG FIDUCIARY 

We're a small RIA that has a heavy focus on investing.

As a registered investment advisor, it's ironic to say that our niche is investing. But over time, investment companies have devoted less and less resources to closely watching your investments.  Investment advisors have created standard investment models where you are no longer unique. Many advisors say things such as "these giant realized taxable gains are unavoidable" or they sell everything you have at awful prices. 


Investment professionals have largely outsourced your wealth to a robo-advisor's push of a button approach.  At Marc Alan Wealth Management, we take a hands-on approach to investing. Time and effort is put into your portfolio with the goal to get better prices, generate more income and reduce risk. 


We utilize proprietary strategies. Some of these strategies pay you as you wait for a stock price to fall lower. Some can reduce the costs of the product you already own or use your current investments to generate more income. These strategies are customized and unique to this firm.

A small shop with expertise in growing and preserving wealth.

Our intense focus on investing helps give you access to more investment opportunities that other firms do not have the time or expertise to offer. These strategies have helped:


  • Put new money to work from an inheritance, gifts, or business success.
  • Retirees generate higher levels of income in a low-yielding environment. 
  • Individuals avoid insurance annuities and still reduce the total level of stock market risk without compromising returns.
  • Reduce high-cost mutual fund or annuity fees while keeping the preferential tax treatment.


Please check out our investment services and solution page for more details.


Marc Alan Wealth Management is a Registered Investment Advisor Firm

 We charge a fixed percentage rate for assets under management. If we are not directly managing your investments, we charge an hourly consultation fee for financial planning services. We do not accept commissions from any products or collect any referral fees for services we recommend.

Professional investment help with comprehensive planning advice to fit your unique needs.

Expertise

Over 20 years of investing experience coupled with a long track record of only working for fiduciaries.

Safety & Discretion

Invested funds are all held at one of the largest custodians in the world, Charles Schwab.  Also, you can trust in us, your privacy is our top priority, and we do not distribute your information without your consent.

Transparency

We invest in only publicly-traded securities and do not have our own proprietary products.  Occasionally, we will assist clients with keeping their tax deferral status on real assets, such as real estate, through a 1031 exchange. This will lower a client's overall cost and diversify their risks. Likewise, we can occasionally reduce costs and bring more transparency to annuities in a 1035 exchange.
More

You are not alone in making life's important decisions

When future financial concerns come up, rest assured that you have a fiduciary who places your interest first.  We will help guide you in the right direction.

Experienced wealth management –
not just for investing

Are you looking for advice regarding private or personal matters? Contact us today! The firm's owner has the CFP® Certification and can review all aspects of your life, no matter what life may throw at you.  

Some of the core competencies a CFP® Professional possess are financial planning, insurance planning, income taxation, retirement needs analysis, investment planning, and estate planning.

We will work closely with your accountant, attorney, or insurance professional to help address your needs.


Our

RIA FIRM


How our

PORTFOLIOS LOOK

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