PRODUCTS AND SERVICES

Financial Products & Services Offered By Marmorstein Wealth Management

Financial Services and Investment Products in Boca Raton, FL

We are full service financial planners, financial advisors, and stockbrokers (offering brokerage and securities accounts) and via our insurance agency and tax affiliate, namely Marmorstein Financial Group (inclusive of its Seniors Financial and Health Care division), we offer life insurance, health insurance, fixed annuities and tax services.  See www.MarmorsteinFinancialGroup.com for more information about its services and products.  Products and services offered by Marmorstein Wealth Management include:   

  • Investments - Every household has a unique financial profile and goal.  One product does not fit all.  As financial planners we create your customized financial plan inclusive of asset allocation needs. As financial advisors we then recommend the investment vehicles (securities and or insurance) to help achieve your financial goals.  Whether you are a high net worth candidate for our fee based financial advisor services, (known as "private wealth management"), or whether you just need a stockbroker for securities (stocks, bonds, mutual funds, variable annuities, ETF, REIT's, etc.) and or an insurance agency for annuities, life insurance and or health insurance, we will happily assist you.
  • Product recommendations - We are not captive to any companies, nor do we have proprietary products, minimums or quotas that must be achieved as other financial advisors sometimes do that may skew their product recommendations.  In contrast, we are independently appointed with virtually an unlimited number of companies which ensures our clients receive independent and objective financial planning and securities and or insurance product recommendations. 
  • Dynamic Portfolio Management -  We offer fee based private wealth management services to high net worth individuals through an investment advisory discipline that incorporates financial planning, active portfolio management and a number of aggregrated financial services.
  • Estate planning - We will review your wills and trusts to ensure your estate will be distributed in the manner you wish while preserving the value of your estate for your intended heirs.  We will reduce your exposure to estate taxes and probate costs.
  • College education funding - We provide you with the investment, accumulation and tax strategies to help you pay for your children's/grand children's college education. 
  • Retirement planning - We make the most of your employer-sponsored 401-K and retirement plans and IRA’s to help establish your financial security. We will determine how much in assets and income you will need to retire comfortably and will make recommendations on how to maximize your social security benefits in conjunction with additional principal protected investments to produce more guaranteed lifetime income.  We will also show you tax advantaged strategies on how your retirement planning assets should be distributed.

Contact us at (561) 251-0377 or outside of South Florida callers toll free at (888) 858-2453.

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