When it comes to the complexities of life's choices, you need someone you can depend on.
Let us put our advanced investment expertise to work for you. Learn about the unique investment advantages this small shop has to offer.
Minimize taxable gains and create tax-deductible losses even when you make money.
Generate sufficient income without insurance or the tax mess.
Keep your 1031 and 1035 status and diversify your wealth into lower-cost, more productive, and transparent investments.
Gain access to QOZ investments to offset capital gains.
Your planning and retirement needs are essential. Let's figure this out together.
Rest well knowing your presented choices or referral to another professional is based on your best interest rather than what's paying the highest commission or referral fee.
You work hard, and we respect your time. Feel free to reach out to schedule an early morning, late night, or weekend meeting.
For accredited investors, a one-time planning fee can give you access to 1031 and QOZ institutional real estate replacement property.
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.
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:
Please check out our investment services and solution page for more details.