Individuals

At Maris Wealth Management we specialize in Individual Portfolio Management. We fully manage your account on your behalf, giving you optimal results on an investment strategy personalized for you. With our personalized portfolios, you can be confident that your future is in good hands.

We start with a quick 15-minute introductory meeting or call to learn more about you. We begin by clarifying our fee structure and services, discussing your risk tolerance, and getting the information necessary to make a professional recommendation. We then schedule an additional 45-minute meeting to present our recommendations as well as answer any questions you may have. This ensures that you have all the knowledge and comfort you need to make an informed decision.

At Maris Wealth Management we work with you to get your accounts set up. Whether its a brand new account with us, a rollover, or moving from another advisor, we work one-on-one with you to walk you through the necessary steps. 

One of the best benefits employees can have is a retirement plan. We work with small businesses to design, manage, and maintain SIMPLE IRA and SEP IRA Plans. We take responsibility off the employer while giving the employees access to a professionally managed portfolio.

Every retirement plan with Maris Wealth Management gets access to the same professional portfolio management and customer service that our individual clients do. This means that we work with each employee to create an individual portfolio that works toward their specific goals and dreams.