A complete list of active advisors currently associated with Marc Alan Wealth Management LLC

Warmer can help you find a great advisor at Marc Alan Wealth Management LLC or one who fits your needs even better.

The firm provides wealth management and financial planning to individuals (including high-net-worth clients), trusts, estates, and small businesses. Services include discretionary portfolio management, financial planning and consulting, and access to private placements and other alternative investment vehicles. The advisor’s approach emphasizes fundamental analysis and long-term portfolio construction, with customized asset allocation using ETFs, mutual funds, individual equities, and fixed income while making tactical adjustments as needed. Portfolios may employ options, other derivatives, exchange-traded products, structured products, and margin-based strategies in separately managed accounts to implement hedges or targeted exposures. Distinctive features include sponsoring a wrap fee program that combines transaction costs with advisory fees, routinely using derivatives in separately managed accounts, and offering educational seminars or workshops for clients. The firm also accepts proxy-voting responsibility, provides access to private placement and complex alternative strategies, and documents commitments to limit client data exposure when using AI tools.

To learn more about the advisors currently working at Marc Alan Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.