Marciano Wealth Advisors

Welcome to Marciano Wealth Advisors, a firm committed to excellence in serving the demanding wealth management needs of discerning individuals and companies.

Every professional relationship begins with an introduction that helps each party understand the other's values, their motivation, and their commitment. 

We thank you for using this web site as a first step in understanding what we believe to be the unique value proposition of our firm -- that we will be an indispensible resource to our clients in navigating important financial matters; that we are committed to provide value beyond our client's expectations; that we will strive to constantly improve our knowledge base, our technology base, and our strategic partnerships -- to become the premier fee-based wealth management firm to discerning customers.

Marciano Wealth Advisors has the belief that great decisions result from exceptional education.  As such, we've devoted considerable time presenting educational seminars to our corporate clients, their executives and employees, and to our neighboring communities through local colleges and universities. 

To continue that commitment we've attempted to provide useful newsletters, research and "E Seminars" right here on our site, so the education process can begin right now, in the comfort of your home or office. 

Please take a moment to browse through our extensive libraries, to take notes, and to call us if a question or concern arises.  

We'd be honored to take your call.

 
.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Happy Birthdays?

The road to retirement winds through several birthdays that affect most Americans’ retirement benefits and tax circumstances.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

Inflation Could Make a Comeback

Inflation took a big jump in November, the largest monthly increase in two years. But it’s unusual for inflation to flare during an economic slowdown, and this odd pairing puts the Federal Reserve in a tough spot.

Estimate the Cost of College

Determine how much needs to be saved annually so the youngsters in your family can afford college.

More Newsletters →