Mariaca Wealth Management, LLC. is an independent, SEC-registered investment advisor based in Lake Worth, Florida. We provide comprehensive wealth management and utilize a passive, low-cost investment philosophy tuned to your unique goals and objectives. Mariaca Wealth Management, LLC. serves individuals and families, as well as retirement plans and endowments.
As a commitment to our standards of transparency and accountability, our firm has achieved the Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX). As a CEFEX-certified fiduciary advisor, we focus our efforts on serving our clients in a fully transparent and conflict-free capacity.
CEFEX is an independent certification organization that works closely with industry experts to develop programs that improve the trustworthiness of investment advisors. CEFEX-certified firms comply with the best industry practices, and CEFEX certification demonstrates the integrity, trust and the high ethical standards at the heart of our business.
At Mariaca Wealth Management, we provide you with expert financial advice custom-tailored to your circumstances. We invite you to work with us to design a financial roadmap created with your objectives in mind, whether you’re approaching retirement, selling a business, or nurturing your family’s wealth.READ MORE
We help stakeholders improve retirement plans by focusing on successful employee participation, investment performance, low costs, and full transparency. Our fiduciary process reduces the regulatory burden and protects participants through effective oversight of critical plan and participant-success metrics.READ MORE