INVEST IN YOUR FUTURE
MARCANTEL WEALTH MANAGEMENT
MWM is a holistic Registered Investment Advisor that will invest your money, build a custom portfolio, and help lower or eliminate your tax bills. By planning ahead with us, we will help to increase your net worth.
As your RIA, we work with a talented team of highly talented CPAs, attorneys, realtors, lenders, and insurance agents to find the creative solutions that you need. Marcantel Wealth Management is independent, locally owned and dedicated to your success.
FINANCIAL PLANNING & ADVISE FROM THE BEST
EXPERIENCE GROWTH YOU CAN SEE
LET our experts make the most of your money
Fiduciary - Providing highest standard of care held
Custom portfolio and financial plan - Created just for YOU
Personal Money Manager - Our access to the entire financial universe allows us to build clients a custom plan as we strategically move your funds around
Portfolio management - Guiding you through decisions on investments such as via stock, bonds, ETF, real estate, etc to grow your net worth
Fee-Based and billable hours - Annual fee of total assets undermanagement (AUM)
RIA - Register Investment Adviser
Zero Commissions or Commission free
Actively Managed