Marim Wealth Planning, LLC
We take the time to truly understand you first, factoring in age, lifestyle, income, savings, risk tolerance, taxes, family plans, real estate, retirement goals, etc; then crafting a financial strategy and a path to get there.
Many of our competitors fit a client to an investment portfolio with planning as an afterthought. We believe financial planning and investment management should be tailor fit. And as big life events happen such as career changes, IPO's, a baby or a house purchase, we're reliably by your side, adapting together.
Our clients are individuals or couples who want to take an active role in helping to shape their future and want a financial expert/advocate in their corner helping to navigate what life throws at them.
Advisors at this Office