Marcum’s Financial Wealth group is focused on your total financial wellness. Whereas a tax accountant offers tax return preparation and planning and a financial advisor reviews retirement and financial planning, our professionals work together to unlock strategies aimed at enhancing your financial well-being.
Our tax, financial planning, and legal expertise cater to your specific needs and incorporate a combination of integrated services, strategies and planning techniques to provide you with optimal guidance and consultation, monitoring and oversight.
This “one-stop” approach allows the advisors from each discipline to work together, resulting in more expedient and beneficial consultation. We aim to move beyond tax preparation and portfolio management to become the planner, advice giver, problem solver and intellectual capital warehouse.
At each level, clients are provided with both the initial analysis and strategy creation and ongoing monitoring and progress reporting packages that are combined to provide clients with ongoing, intrinsic insight into their financial roadmap.
The Marcum Personal Financial Management Process
Defining a concise statement of your personal goals.
Developing strategies to guide prudent actions for the future.
Understanding how your personal connections affect your goals.
Modifying the plan to suit your particular needs.
Joining together all aspects of your financial, tax and legal plans.
Controlling and monitoring the outcome of your plan.
Your Personalized Financial Management Options
(available with Raymond James accounts only)