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Our Firm

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.

Our Services

Individuals and Families

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.

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Our Services

For Institutions and Non Profits

You deserve a partner who is aligned with your mission and dedicated to helping you grow your bottom line and your impact.

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