Broker Check
 
 

Wealth Cap Planning

Earning The Money You Deserve

Wealth Planning (Creation, Acceleration, and Preservation) begins with getting organized with your money. However, it doesn’t have to be an overwhelming amount of work. In fact, our goal is to make the whole process surprisingly simple yet thorough. Imagine all of your finances organized into a simple Wealth CAP Strategy (Wealth Creation, Acceleration & Preservation Strategy) then compiled into an easy-to-read report which outlines the real strengths, weaknesses, opportunities and potential threats of your finances.

Marwieh Advisory Services can help you simplify your money in order to better help you create, accelerate, and preserve your wealth using what you already have as a foundation. Our wealth management revolves around the following core values:

  • Protection
  • Gains
  • Tax-Advantage
  • Liquidity
  • Arbitrage
  • SN Benefits Program
  • SSI Maximization
  • 401K JailBreak
  • QP Tax Rescue

We help organize your Assets AND Liabilities, and that’s what makes us different. We understand how liabilities (debt) can get in the way of building Assets (savings/investments). In addition, we review your investment strategy and insurance needs through our Strategic Wealth CAP Strategy (Wealth Creation, Acceleration & Preservation Strategy)”.

Once organized, we then take our clients through our interactive planning process which can be as simple or complex as needed based on the client’s specific needs. Further, as a net planning firm, we believe that to create wealth, you must earn more interest than you pay in interest and taxes each year. In other words, our wealth management is focused on your net results—what Uncle Sam and the state government will allow you to keep!

Let our financial advisors help you take the confusion, uncertainty, and financial anxiety out of your wealth cap planning.

“We believe that to create wealth, you must earn more interest than you pay in interest and taxes each year. Further, that wealth creation is not necessarily about how much you grow your assets, but how much you get to keep…Your NET RESULTS … which is why failure to properly tax diversify could cost you significantly during your golden years!”