We Get To Know Our Clients

Marchi Wealth Management is different when it comes to retirement planning. We always start with getting to know our clients. We want to know your goals for retirement:

  • Do you want to travel?
  • Do you want to leave money for your children or for your grandkids?
  • Are you concerned about your retirement money lasting?
  • Do you have a plan for taking care of an elder parent, paying for your daughter’s wedding, or college planning for your children or their children?
  • Do you have a plan for who will take care of you as you get older?

Our approach as a financial planner is understanding what is most important in order to develop a financial plan that eases your concerns as you plan for the future.

Goal Based Retirement Plans Without Worry

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. You’ll be able to see your net worth and the performance of your financial plan with just the push of a button – anytime, everyday. Our firm is transparent; you do not have to wait weekly, monthly or quarterly to see your comprehensive statement of results from your bank, brokerage account, and 401k. With Marchi Wealth Management, it is all aggregated for you. We serve as your Chief Financial Officer (CFO) each step of the way so that you don’t have to worry.

Personal Service Sets Us Apart

We choose to do what is truly best for our clients. Our service is much more personable because we make retirement planning as easy and stress-free as possible. We will visit a client’s home and meet with them as often as they want. All of my clients have my own personal cell phone number, ensuring that they can get in touch with me any time they desire.

If we sound like the wealth management firm for you, give us a call today to set up a Free No Obligation Consultation and Financial Plan!