Our Services

Comprehensive Financial Guidance

Every client relationship begins with a conversation—a 15-minute introductory meeting to understand where you are, followed by a deeper 45-minute session to map out where you want to go. From there, we handle the account setup, rollovers, and everything in between.

Wealth Management

We seek to build and maintain a diversified investment portfolio tailored to your risk tolerance, time horizon, and financial objectives.

  • Customized portfolio construction
  • Charles Schwab custody partnership
  • Ongoing portfolio monitoring and rebalancing
  • Tax-efficient investment strategies
Risk Disclosure: Investment performance may vary. Past performance does not guarantee future results. All investments carry risk, including potential loss of principal.

Retirement Planning

We are designed to help you plan for a secure and fulfilling retirement through comprehensive income and benefit optimization strategies.

  • 401(k) and IRA rollover guidance
  • Required Minimum Distribution (RMD) planning
  • Social Security optimization strategies
  • Comprehensive retirement income planning
Risk Disclosure: Retirement planning projections are based on assumptions about future returns and may not reflect actual outcomes. Market conditions and personal circumstances may change.

Tax & Financial Services

We may help you optimize your tax situation and plan your financial future through a range of complementary services.

  • Individual tax preparation
  • Tax planning and strategy
  • Comprehensive financial planning
  • Light accounting and bookkeeping services
Risk Disclosure: Tax planning recommendations are based on current tax law and your individual circumstances. Tax laws may change, and you should consult with a qualified tax professional regarding your specific situation.

Small Business Retirement Plans

I help small business owners establish and manage retirement plans that attract and retain talented employees while providing meaningful tax benefits. Your employees receive the same caliber of professional portfolio management as our individual clients.

  • SIMPLE IRA establishment and administration
  • SEP IRA consulting and setup
  • Individual 401(k) planning and management
  • Employee education and retirement guidance
Risk Disclosure: Retirement plan recommendations depend on your business structure, size, and goals. Plan features and tax benefits may vary. Consult with legal and tax professionals regarding plan compliance and requirements.

Transparent Fee Structure

We operate on an assets under management (AUM) fee model with no hidden charges. Our fee schedule is straightforward and designed to align our interests with yours.

Total Assets Under Management Annual Advisory Fee
$0 - $500,000 1.85%
$500,000 - $1,000,000 1.40%
$1,000,000 and up 0.90%

No Account Minimum

We work with clients at all asset levels. There is no minimum account size required to engage our services.

Billing Structure

Advisory fees are calculated quarterly based on the market value of assets on the last business day of the prior billing period. Fees are billed in advance and are generally negotiable. The final fee schedule is memorialized in your advisory agreement.

Small Business Plans

For small business retirement plan services, we charge a one-time setup fee of $1,000 plus $250 in annual maintenance fees per plan.

Fee Disclosure: All fees are as described in our Form ADV Part 2A. Maris Wealth Management LLC charges only advisory fees as detailed above. You are responsible for third-party fees charged by your custodian (Charles Schwab or other financial institution), as well as fees contained within mutual funds, ETFs, and other securities you may hold. These third-party fees are separate and distinct from the advisory fees charged by MWML and may not be negotiable. Please review your custodial statements and fund prospectuses for complete fee information.

We Come to You

Meet at your preferred location — our full technology stack travels with us for an institutional-caliber experience anywhere.

Encrypted & Secure

Your documents and data are stored in secure cloud infrastructure with encryption at upload, at rest, and in transit.

Complete Confidentiality

Every conversation and financial detail is held in strict confidence — your privacy is foundational to how we operate.

It's Never Too Early to Get Started

Schedule a free introductory conversation to discuss your financial goals. No pressure, no obligation—just an honest look at how we can help you move forward with confidence.

Schedule a Meeting