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Our Services

Custom wealth management solutions.

Marietta works together with clients to simplify the complexities meaningful wealth can present. We offer a range of services to meet your unique demands.

Wealth Management

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
  • Goals-based and/or advanced cash flow planning
  • Plan modeling based on custom scenarios
  • Flexible and adaptive software
  • Retirement and estate planning
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Investment Advisory

The cornerstone of every advisory relationship is a disciplined investment strategy implemented by experienced professionals who are keenly aware of your financial objectives and tolerance for risk.

Marietta’s proprietary investment process has helped clients navigate markets for 20 years. It is implemented by an accomplished and accessible team.

  • Custom strategies to help you meet requirements for growth, income, and preservation of capital
  • Portfolios based on your unique financial circumstances:
    • Assets, sources of income, expenses, and lifestyle expectations
    • Risk tolerance
    • Liquidity and cash flow needs
    • Values and goals
  • Tax-efficient investment strategies
  • Global investment opportunities
  • Top-of-the-line research technology
  • Flexible to collaborate with outside professionals (lawyers, accountants, etc.) to ensure comprehensive, coordinated service
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Legacy Planning

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:
    • Minimize taxes
    • Foster responsibility in heirs
    • Ensure assets are distributed as intended
  • Philanthropic Consulting
    • Lifetime charitable giving strategies based on purpose and values
    • Advisory and foundation management services
    • Family philanthropy
    • Trust and donor-advised fund programs
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Tell us how

We can serve you

Contact Us
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