Business Details
Your Trusted Partner for Fee-Only Financial Planning & Investment Management
Markiz Wealth Management is a fee-only financial planning and investment management firm dedicated to building long-term relationships with clients. Our personalized approach focuses on helping individuals and small businesses achieve their financial goals through comprehensive strategies. We offer transparent financial planning services including budgeting, tax planning, insurance analysis, estate planning, retirement guidance, and investment portfolio management. Our fee-only structure ensures no commissions or conflicts of interest, prioritizing client needs above all. With over 30 years of experience in financial services, our team combines certified expertise (CPA, CFP) with a commitment to clarity and ethical standards.We collaborate closely with clients to create customized Investment Policy Statements and provide quarterly performance reports with rebalancing recommendations. Our wealth management program integrates annual tax planning and preparation with ongoing portfolio management. We work alongside estate planning attorneys and risk management professionals to implement tailored solutions. Our educational background includes advanced degrees and certifications from recognized institutions. We serve clients through a consultative process that emphasizes transparency, personalized service, and long-term financial success.
Services
Financial Planning
Wealth Management
Tax Planning
Investment Management
Estate Planning
Highlights and features
- We operate as a fee-only firm with no commissions or conflicts of interest
- Our lead advisor holds CPA, CFP, and MSFP credentials with 30+ years experience
- We provide comprehensive wealth management integrating tax and investment planning
- We create personalized Investment Policy Statements for tailored portfolio management
- We maintain active memberships in top financial professional organizations
Services
Financial Planning
Our comprehensive financial planning service analyzes budgeting, cash flow, tax positions, insurance needs, and estate documents. We create customized strategies aligned with your risk tolerance and long-term objectives. Our approach integrates retirement goals with wealth transfer plans to provide holistic financial solutions.
Investment Management
We develop personalized investment portfolios guided by your Investment Policy Statement. Our service includes quarterly performance reporting and rebalancing recommendations. We focus on diversification strategies that match your risk profile while maintaining transparent fee structures with no hidden costs.
Tax Planning
Our tax planning service reviews current returns to identify minimization opportunities. We integrate annual tax projections with investment strategies and provide complete federal/state return preparation. The approach emphasizes long-term tax efficiency within overall wealth management planning.
Estate Planning
We analyze existing estate documents and recommend tax-efficient transfer strategies. Our service coordinates with your estate attorney to implement planning recommendations. We focus on minimizing estate tax burdens while aligning with your overall financial objectives and family needs.
Retirement Planning
We help determine retirement needs through comprehensive cash flow analysis. Our planning considers income requirements, tax implications, and estate goals. We create sustainable withdrawal strategies while ensuring portfolio allocations match your risk tolerance and time horizon.
People
Gabriel J. Markiz
Founder & Lead Advisor
CPA/PFS, CFP professional with 30+ years experience in financial planning. Holds MSFP degree from California State University and BS in Accounting. Former senior positions at Arthur Young and Ernst & Whinney.
Questions
What services does Markiz Wealth Management offer?
We provide comprehensive financial planning, investment management, tax planning, estate planning, retirement guidance, and portfolio management services tailored to individual needs.
Are you a fee-only financial advisor?
Yes, we operate strictly as a fee-only firm with no commissions or conflicts of interest in our recommendations.
What credentials do your advisors hold?
Our lead advisor holds CPA, CFP, and MSFP designations with over 30 years of financial services experience.
How do you create personalized investment strategies?
We develop customized Investment Policy Statements and provide quarterly performance reports with rebalancing recommendations based on your goals.
Do you handle tax preparation as part of your services?
Yes, our wealth management program includes annual income tax planning and preparation as part of comprehensive financial management.
