Team
At Marco Wealth Strategies, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Bill Marco works predominately with business owners and Individuals on their unique financial planning needs. Bill has been helping clients plan for their...
Michael Aluotto
Chartered Retirement Planning Counselor SM (CRPC®), 2013
Michael Aluotto is Founder and President of Vertex Wealth Management and serves as Private Wealth Manager at the firm. He has been a wealth manager for more than a quarter century, providing financial planning and asset management to...
