Wealth Management | Marcum LLP | Accountants and Advisors

Marcum Wealth provides the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to empower you in reaching your life-long and legacy goals.

We collaborate with leaders in complementary disciplines across the Marcum affiliates to strategically support you in confidently crossing your financial finish lines.

Family Wealth Management

We base all advice on a customized financial plan grounded in your situation and vision. This plan, along with our time-tested processes, helps to ensure investment solutions and strategies are in your best interest.

Plan Sponsor

As your retirement plan services advisor, we work with you to understand and simplify the complexities of your situation to help you clearly address your multifaceted goals.

Business Owner

Serving as your business consultant, we work with you to understand and simplify the complexities of your financial situation, applying financial planning to your business.

Newsletter

Beyond the Numbers

Roundup of business and tax planning ideas.

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3 Easy Trades

November 15, 2023

3 Easy Trades

No, Social Security Is Not Going Bankrupt

No, Social Security Is Not Going Bankrupt

Gift, Estate and Income Tax Planning Opportunities

November 29, 2022

Gift, Estate and Income Tax Planning Opportunities

Automatic Revocation Upon Divorce

Automatic Revocation Upon Divorce

Having a Vacation Home in New York: Impact on Residency

Having a Vacation Home in New York: Impact on Residency

The Mann Report published an article by Tax Partner James Philbin, about direct-owned real estate in an IRA.

The Mann Report published an article by Tax Partner James Philbin, about direct-owned real estate in an IRA.

Monte Carlo Simulation in Divorce

Monte Carlo Simulation in Divorce

Lump Sum vs. Dollar Cost Averaging: Which Is Better?

Lump Sum vs. Dollar Cost Averaging: Which Is Better?

The Biden Administration’s 2023 Budget

The Biden Administration’s 2023 Budget

Forbes quoted Tax Manager Alex Kotwal in an article about the rules for required minimum distributions from 401(k) accounts.

Forbes quoted Tax Manager Alex Kotwal in an article about the rules for required minimum distributions from 401(k) accounts.

Saying “I Do” and What it Could Mean for Your Tax Situation

Saying “I Do” and What it Could Mean for Your Tax Situation

Forbes columnist Julie Jason interviewed Tax Director Alexander Kotwal, for a discussion of how new rules may limit taxpayers’ maximum qualified charitable distributions from IRAs.

February 7, 2022

Forbes columnist Julie Jason interviewed Tax Director Alexander Kotwal, for a discussion of how new rules may limit taxpayers’ maximum qualified charitable distributions from IRAs.

2023 Nashville Year-End Tax Forum

December 12, 2023

2023 Nashville Year-End Tax Forum

Nashville, TN

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