Wealth planning requires the careful orchestration of cash flow, savings and investments, risk management, and a clear articulation of financial goals and resources. But for each client, these very important components are deeply personal and require many conversations and important context. At Marciano Wealth Advisors we value and encourage these conversations and thrive on "customer intimacy".
One of the greatest treasures over the years is having heard our clients tell us "their story". They tell us about their past and their expectations of their future, about their youth and their relationships and their careers, about their children and grandchildren, about business ventures and travel experiences, and about lessons learned and of opportunities that have come their way. Ultimately, they share with us their dreams for their future in a very vivid and clear way -- and they humble us when they engage us to work with them to plan for those dreams.
The stories we hear are rich with details, beautiful and personal. And we would consider it an honor to hear yours.
A list of our valued clients may seem, at first, to be a vast array of unrelated individuals: retirees who've worked diligently and who have saved for retirement through various employer provided retirement plans, corporate executives who have had to carefully navigate stock options, school teachers, entrepreneurs, business owners, young families who are trying to make smart financial decisions today while saving for college and retirement tomorrow, doctors, dentists, scientists and artists.
On the surface, these may appear to be unrelated individuals with wildly different financial opportunities and challenges and with seemingly nothing in common. But over the last 30 years, we have realized that our clients share some very critical similarities.
Typically, our clients: