South Florida’s preeminent boutique wealth management firm
MAR Wealth Management is South Florida’s preeminent boutique wealth management firm. We provide premier private wealth management services to a select group of successful individuals and families that desire to have a professional engaged in all aspects of their financial affairs. Our hallmarks are taking time to listen and understand our clients, and then providing thoughtful personalized advice on their wealth, legacy and ultimately their mark in life.
Like many institutions, we provide a broad suite of traditional wealth management services such as customized portfolio management, financial planning, private banking, lending strategies, and trust & legacy planning solutions. With open access to the universe of financial vehicles, we access the expected tools and products found in a large firm or a wirehouse, but are able to deliver them with objectivity and with the kind of personal care and attention which is unique to a smaller firm. Our independent structure does not bind us to a custodian or bank, allowing us the freedom and flexibility to provide our clients, as an advocate, with the advice and solutions that are best suited for their unique needs.
We are discreet in working with clients and confidentiality is of the utmost importance.