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The Risk of Recession is Rising

The US Department of Labor reported that

inflation in April remained very high at 8.3%.

Read more
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Independent,
Fee-only,
Registered Investment Advisor (RIA).

Custom wealth management solutions.

Serving a select group of affluent clients since 2000.

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Independent Boutique.
Dedicated Team.

Focused on you.

Marietta builds deep relationships based on trust, transparency, and integrity.

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More personal.
More personalized.

We want to hear your story

So we can build an investment strategy that is a reflection of you and your goals.

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Wealth simplified.

Less time worrying. More time living.

Our forward-thinking team designs custom solutions that make your life easier.