Our firm works diligently every day to provide you, your business, and your family with the necessary tools to succeed and conquer the financial challenges you face daily. At Marrero Wealth Management, LLC it is with a deep understanding and appreciation for the risks and opportunities inherent in the markets that we employ risk mitigating techniques to achieve different client objectives no matter how complex your specific situation may be. Our traditional and conservative values guide us in seeking growth opportunities as well as protecting our clients’ wealth based on each client’s personal risk tolerances and objectives.
Marrero Wealth Management, LLC has built very powerful and effective strategic alliances with exceptional specialists through which we orchestrate efforts to provide clients with tax, legal, and other guidance relative to their needs.
Below is a partial listing of the services we can help you with:
Personal & Corporate Portfolio Construction
Bus Owner Exit strategies
Estate, Wills and Trust planning
Special Needs Trusts
Family Income Protection
Corp Buy/Sell funding
Key person programs
Guaranteed Wealth Transfer
Life Insurance Analysis
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