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Marcum Financial Services
Client Solutions

Private Client Group - Wealth Management

 
How We Define Wealth Management

To Marcum Financial Services wealth management means addressing an entire range of financial concerns to our clients by acting as their personal chief financial officer, and working with them in a long-term, consultative relationship. To help our clients organize their thinking around our approach to wealth management, we use a single, all-encompassing formula:

Wealth management = investment consulting + advanced planning + relationship management

The easy shorthand for the formula is this: WM = IC + AP + RM

Investment consulting is our core offering and the foundation upon which we begin to build our client relationship.

Advanced planning addresses the range of financial needs beyond investment consulting. It consists of four areas: wealth enhancement, wealth transfer, wealth protection and charitable giving.

Finally, relationship management involves three key tasks: first, fully understanding our clients' critical needs and meeting those needs over time through a consultative process; second, assembling and managing a network of financial experts; and third, working effectively with our affluent clients' other professional advisors, such as their attorneys and accountants.

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Wealth management = investment consulting + advanced planning + relationship management

INVESTMENT CONSULTING

Asset allocation.
Portfolio Management.
Manager due diligence.
Performance analysis.

ADVANCED PLANNING

Wealth enhancement, Including cash flow, tax minimization and liability.
Wealth transfer.
Wealth preservation.
Charitable giving.

RELATIONSHIP MANAGEMENT

Regularly scheduled calls, reviews and in-person meetings.
Teams of professionals, including legal tax, insurance and investment advisors .

 
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ABOUT RAYMOND JAMES

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Marcum Financial Services, An Independent Practice

Marcum Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Marcum Financial Services, LLC.

OFFICES

Headquarters
10 Melville Park Road
Melville, NY 11747

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631.414.4020
info@marcumfs.com

 

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