CLIENTS
Dedicated to High-Net-Worth Households: Personalized Attention and Proactive Solutions for Families
WHO WE SERVE
While our clients represent a diverse group of wealthy families, they generally have the following characteristics in common:
Live in California
$2 million – $50 million family net worth
$2 million – $20 million investment portfolios
Are subject to high income and/or estate tax rates
Our clients tell us they appreciate an CPA financial advisor who:
Is committed to acting in their best interests as a fiduciary investment advisor
Educates them to make informed decisions and executes on their behalf
Coordinates the various pieces of their personal finances and delivers cohesive advice
Considers tax ramifications of each decision
CLIENT STORIES
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Family Trustee’s Peace of Mind
How we helped a family trustee navigates complex estate management, ensuring a secure future for her family.
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Securing Retirement for a Corporate Executive
Helping a corporate executive reduce risk and maximize retirement benefits with strategic guidance.
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Exit for an Entrepreneur
How we helped a successful entrepreneur evaluate the sale of his business, ensuring his family’s financial goals were secured for generations.
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Financial Freedom for a Busy Surgeon
Helping a doctor optimize tax strategies and secure his family’s future, allowing him to focus on his career and family without financial worry.
Ready to Achieve Your Financial Goals?
Take the first step towards financial freedom and peace of mind. Our team at marrick wealth is ready to partner with you to create a personalized financial plan that meets your unique needs and goals.