Marietta works together with clients to simplify the complexities meaningful wealth can present. We offer a range of services to meet your unique demands, from wealth management to investment services.
We want to help you keep track of the big picture. Marietta’s wealth management services give you peace of mind knowing you’re prepared for tomorrow so you can enjoy life today.
Clear and comprehensive reporting on a wide range of financial assets
You’ve achieved great success in life and you have the opportunity to pass that gift on to future generations. Marietta assists with planning and executing transfers of wealth that are both tax-efficient and in accordance with your values and intentions.
Develop wealth transfer strategies to:
Foster responsibility in heirs
Ensure assets are distributed as intended
Lifetime charitable giving strategies based on purpose and values