How Marietta Wealth can serve you
Wealth Management
With the complexity of today’s marketplace, we take the time to understand what you want to accomplish financially.
Financial Planning
Financial planning is essential to navigating both expected and unexpected life events.
Retirement Plan Services
We assist retirement plan administrators and named fiduciaries in designing and monitoring an employer-sponsored retirement plan.
Your path to confidence with money.
- Initial Meeting Schedule an introductory meeting with Marietta Wealth.
- Building the Financial PlanWe’ll develop a detailed financial plan based on the information gathered and discussed in the initial meeting.
- Investing Your Accounts After we finalize your customized financial plan, it will serve as a guide in helping us develop an investment strategy for your managed portfolio.
- Ongoing Review We’ll monitor and update your plan periodically to measure its progress and make adjustments where necessary.