High Net Worth Investment Advisory Services in Boca Raton

Financial Planning and Wealth Management Services For High Net Worth Investors from Marmorstein Wealth Management

Marmorstein Wealth Management provides fee based private wealth management services to high net worth individuals through an investment advisory discipline that incorporates financial planning, active financial advisor portfolio management and a number of aggregated financial services.   

The private wealth management investment advisory services begins with an understanding of each investor's unique financial profile and goals so that investments already owned can be evaluated as to their ability to meet that investor's current and future financial objectives, inclusive of retirement planning. This understanding is obtained through detailed discussion and review of applicable documentation of the investor's current assets, liabilities, income, expenses, risk tolerance and retirement planning vision for the future.

Recommendations are then made to keep or dispose of some or all of the presently owned portfolio, inclusive of suggestions, if applicable, to acquire new asset classes better suited to the investor's objectives. Asset classes available to the investor consist of brokerage accounts and securities comprised by stocks, bonds, mutual funds, REIT’s, and or exchange-traded funds, the latter inclusive of alternative investment indices which correlate to the performance of various commodities such as precious metals, energy and food.  If applicable, annuities and or life insurance may also comprise the investment portfolio.  Once each investor's portfolio is designed it is then managed by Mr. Marmorstein in an effort to create more earnings with less risk than the investor might otherwise have achieved on their own or by the investor working with a stock broker employing a "buy and hold" passive portfolio approach.

The above services necessitates meeting regularly with the investor to provide performance updates and to make recommendations for change, if and when applicable. Recommendations are based on both the actual performance and risk of the established portfolio as well as consideration of life events that the investor may have experienced causing a change in the investor's financial planning objectives and financial advisor needs. Such life events include marriage, children, divorce, obtaining or paying off a home mortgage, job loss due to layoff or disability, retirement, inheritance, health care needs, philanthropic desires, estate planning and income tax considerations.

In developing his recommendations as a financial planner and then providing wealth management services as a financial advisor, Mr. Marmorstein draws upon his licensure, knowledge, and experience as a Registered Representative, CPA, and insurance agency professional in addition to that of a licensed Investment Advisor Representative (wealth manager).  

If applicable, Marmorstein Wealth Management may also utilize unaffiliated third-party money managers who invest funds in proprietary model portfolios created for varying investor objectives.  Generally speaking, these model portfolios consist of individual securities, mutual funds and/or exchange-traded funds. 

Mr. Marmorstein is an Investment Adviser Representative affiliated with Kovack Advisors, Inc.

Advisory services offered through Kovack Advisors, Inc., member FINRA, SIPC.

Contact us at (561) 270 3006 or outside of South Florida callers toll free at (888) 858-2453.