Our Approach

Your Peace of Mind: Our goal is to provide expert advice and excellent service to a select group of highly valued clients. We want you to be comfortable with your investment decisions and experience peace of mind about your financial future.

Your Goals: Our relationship with you begins with understanding your financial goals. Once your time horizons, tax situations (as it relates to your investments), need of income and tolerance for risk are assessed, we then bring our experience and expertise toward helping you achieve those goals.

A Foundation of Trust: To help you feel comfortable with Marbach & Partners Wealth Management, we explain our approach and outline our background, experience and areas of expertise. We also explain the important roles of the other dedicated members of the Marbach Team to lay the foundation for a long-term relationship based on trust.

Our Approach: We develop an investment portfolio that responds to your individual needs and investment personality - this includes constructing a portfolio that will achieve long-term growth without undue risk. A conservative approach allows all of us to sleep soundly at night.

Protecting Your Interests: With your approval, we liaise with your other professional advisors, such as your accountant and your estate lawyer to ensure all your interests are protected. As required, we call upon the resources of our firm and our own network of professional advisors.

Monitoring Your Account: Marbach & Partners Wealth Management monitors your account on a continuous basis so we can respond to changing market conditions and take advantage of opportunities as they become available. We contact you as necessary, and we urge you to contact us if and when your individual circumstances change.

Reviewing Your Needs: We review your account with you, either in person or by telephone. During these reviews, we discuss your changing needs and either reaffirm the investment strategy in place or consider adjustments to your portfolio in accordance with your investment objectives and risk tolerance.

Keeping You Informed: We recognize your need for information and advice and want you to be fully informed about the choices available. We are strongly committed to client communication and take pleasure in educating you about investments and other financial matters to your individual level of interest.

Valuing Your Opinions: Finally, we appreciate receiving your feedback on our advice, performance and service. We are open to new ideas and value your opinions

Success in life can quickly lead to complexity. More choices, more decisions, more details.

The more you own, the more you achieve, the more complex life can become. Rather than enjoying their accomplishments, many people start feeling owned by it all.

We can help simplify things. Through a single and direct relationship with your investment advisor, we provide you with access to a whole world of integrated wealth management services and solutions, customized to the lifetime goals and requirements of your lifestyle, your family and your business.

We believe it is important to begin with your goals. Whether you are seeking to create, build or protect your wealth, our approach is to identify your gaps, risks and opportunities.

Our team can guide you through the ideas and services that are right for you. With an extensive range of services, we address wealth accumulation, wealth management and preservation, credit solutions*, risk management and estate planning (as it relates to your investments).

Together with our in-house team of experts and specialized partners, our approach is to analyze your portfolio, coordinate your existing holdings and design a customized strategy in alignment with your goals. That helps us to identify the right solutions for you at the right time.

We will work directly with your own personal team of advisors to ensure a fully integrated wealth management plan.

Our team can provide the ongoing management, monitoring and updates to help keep you comfortable, confident and liberated.