ABOUT
Boutique Wealth Management: Connecting Investment Advice and Tax Strategy to your Financial Plan
DIFFERENTIATORS
Our financial planners have decades of combined experience and hold the distinguished CPA/PFS and CFP® credentials.
Expertise
With fewer clients per Lead Advisor, we offer proactive, personalized service to meet your unique financial needs.
Client Experience
Our founding partners ensure long-term guidance, supporting your financial journey for decades.
Long-term Relationship
As fiduciaries, we provide conflict-free advice with an independent, client-focused approach.
Fiduciary Duty
CORE VALUES
Integrity
At marrick wealth, your success is our mission. We are fiduciaries, committed to acting in your best interest with transparent and unbiased advice.
Innovation
Our team combines CPA and CFP® credentials to provide a holistic view of your financial landscape, ensuring informed decisions.
Transparency
Understanding your unique financial goals allows us to create personalized strategies tailored to your family’s needs.
POTENTIAL BENEFITS
Benefits of choosing a CPA and CFP®
Family Goals
Improved communication around family finances
Increased understanding of how goals will be prioritized and funded
More time with family
Investments
Reduced investment expenses
Improved risk-return tradeoff
Enhanced after-tax returns
Cash Flow & Debt
Awareness of appropriate lifestyle spending amounts
Matching time horizons with short-term and long-term funding needs
Reduced borrowing costs, specifically on mortgages
Insurance
Improved utilization of employer provided benefits
Ensure appropriate amounts of coverage
Reduced premium costs
marrick wealth drives a tax-smart, comprehensive strategy combining financial planning and investment management expertise from CPA financial planners. Our CPA financial planners bring predictable outcomes to your family’s goals. Potential benefits of working with an independent, fee-only financial advisor are vast and may include:
Professional Guidance
Discipline
Perspective
Behavioral coaching
Income Taxes
Reduced income taxes
Better coordination with tax return preparer
Enhanced benefits for charitable gifts
Retirement
Greater awareness of possible outcomes
Increased likelihood of successful outcomes
Enhanced enjoyment of retirement years
Estate Planning
Better coordination with estate attorney
Peace of mind
Continuity in planning with successor trustees
MEET THE TEAM
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Marty McNamara
CPA/PFS, CFP®
Co-Founder & Fee-Only Advisor -
Patrick L. Chu
CPA/PFS, CFP®
Co-Founder & Fee-Only Advisor -
Denise S. Lee
CPA/PFS, CFP®
Fee-Only Advisor -
Kimberly Vargas
Client Service Associate
