Broker Check


How We Work

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:

Investment Solutions

Asset Allocation

Personal & Corporate Portfolio Construction

Alternative Investments

Tax-Advantaged Investing

Wealth Planning

Retirement plans

Mergers/Acquisition planning

Bus Owner Exit strategies

Estate, Wills and Trust planning

Special Needs Trusts

Risk Management

Family Income Protection

Corp Buy/Sell funding

Key person programs

Guaranteed Wealth Transfer

Life Insurance Analysis

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  225-924-2794