8401 Lake Worth Road
Wealth Management with Integrity
Honest, reliable and fair in everything we do.
A CEFEX Certified Fiduciary
We have a duty of good faith, care and loyalty to our client’s best interest.
INDEPENDENT FINANCIAL PLANNING
Our independence, transparency, and objectivity set us apart.
Mariaca Wealth Management, LLC. is an independent, fee-based fiduciary providing comprehensive, coordinated and objective wealth management services to individuals, families and non-profit organizations. Our enduring client partnerships are built on an educational approach to the planning process and our unwavering commitment to superior client communication and engagement. Our process is tuned to your unique goals and objectives and our investment philosophy is backed by time tested, evidence-based Nobel Prize-winning research.
As a commitment to our standards of transparency and accountability, our firm participates in the Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX). 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.
We encourage you to learn more about Mariaca Wealth Management and how we can help you achieve your financial and life goals. We look forward to meeting you.
You deserve a partner who is focused on your goals and aspirations to help you bring intention to you and your family’s financial life. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
"The stock market serves as a relocation center at which money is moved from the active to the patient."
- Warren Buffett
"The important thing about an investment philosophy is that you have one you can stick with."
- David Booth
You deserve a partner who is aligned with your mission and dedicated to helping you grow your bottom line and your impact.
"Wall Street’s favorite scam is pretending luck is skill."
- Ron Ross
"Short-term clients look for gurus. Long-term clients want sages. There are no gurus."
- Harold Evensky