Marrick Wealth

Dedicated Financial Guidance for Wealthy Families

Marrick Wealth is a team of experienced Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs) dedicated to providing comprehensive financial planning and investment management services to affluent families throughout California. Founded in 2012, Marrick Wealth has established itself as a trusted advisor, guiding clients towards financial security and peace of mind.

Our Mission

Our mission is to empower affluent families to achieve their financial goals through personalized planning, tailored investment strategies, and proactive guidance. We believe in building long-term relationships with our clients, based on trust, transparency, and open communication.

What Sets Us Apart?

• Experienced Professionals: Our team boasts over 30 years of combined experience in the financial services industry, armed with both CPA and CFP credentials.
• Client-Focused Approach: With a limited number of clients per advisor, we prioritize personalized attention and high-touch service.
• Independent & Fee-Only: As fiduciaries, we prioritize your best interests and operate on a fee-only basis, eliminating conflicts of interest.

Areas of Expertise

Marrick Wealth offers a comprehensive range of services designed to meet your diverse financial needs. We provide:

1. Comprehensive Financial Planning

• Customized financial plans tailored to your unique goals and aspirations.
• Comprehensive analysis of your financial situation and potential risks.
• Development of a roadmap to achieve your financial goals.

2. Investment Management

• Customized investment portfolios aligned with your risk tolerance and financial goals.
• Active portfolio management and regular performance reviews.
• Transparent communication and reporting on your investment performance.

3. Tax & Financial Planning

• Tax optimization strategies to minimize your tax burden.
• Retirement planning and estate planning solutions.
• Business succession planning and philanthropy considerations.

4. Additional Services

• Risk management analysis and planning.
• Education and guidance on current market trends and financial technologies.

Our Core Values

• Integrity: We uphold the highest ethical standards and act in our clients' best interests.
• Transparency: We provide clear and concise communication, with open access to information and fees.
• Innovation: We embrace technological advancements to deliver efficient and personalized solutions.