Management Experts

Investments That Work for You!

About Us

Marchi Wealth Management Group understands that each client has their own unique financial goals and needs. With that, Mike Marchi takes a customized approach to cater to those unique factors. Learn more here!

Retirement Planning

Allow Mike Marchi to shoulder your financial burdens so that you can fully enjoy your retirement. Mike's expertise allows him to set up a goal-based retirement plan for you and put your financial worries at ease.

Services

Mike Marchi offers knowledge-driven services. He wants you to understand where your money is going and why. If you need investment or estate planning guidance, Mike is the right one for the job. Find out more!

Start Here

Your money matters and the person that you choose to guide you through the management of it is even more important. Mike Marchi is experienced, knowledgeable, and passionate. Give him a call today!

Our Platform

Investment Center

Free Consultation

Welcome to Marchi Wealth Management Group

When you work with Marchi Wealth Management Group, financial success begins with you, the client.

We recognize that every client is different and deserving of a customized approach. As an independent financial advisor, we personally work with you to understand your unique financial goals and needs.

No one needs the added stress of financial instability. Our financial planning strategies have a proven track record to help you navigate portfolio management, college planning, retirement planning, and more. At Marchi Wealth Management Group, your financial goals are the foundation for developing a complete financial plan to help you have financial success. During your free financial consultation, our financial advisors will provide you with a total financial assessment that is presented in a bounded report for you to keep, all at no cost.

Our wealth management system includes power tools that are always at your fingertips, and our financial strategies are completely transparent: you will know any time of day or night the strength and health of all of your investments, including assets that are not held with Marchi Wealth Management Group, allowing you to understand your Net Worth with the push of a button.

We manage assets for individuals and families, providing investment management, and financial planning services.

Contact Us

Our Services

 

Retirement Planning

Retirement is meant to be enjoyable; let us worry about your finances while you enjoy life without work. Our biggest differentiator is ensuring you understand the purpose of each investment, and that you can monitor your portfolio by the minute.
 

College Planning

Recent surveys have shown that less than 30% of American families are ready to pay for college. With the rising cost of college, this statistic will continue to worsen. However, our college planning process is more thorough than what you are likely to find with another financial advisor.
 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Blogs