MAR Wealth Management Services, LLC

MAR Wealth Management Services, LLC

5.0
2 employees
10 years in business

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Credentials

West Palm Beach, FL 33401
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FAQs


What is your typical process for working with a new customer?
Family Office Approach 

We work with high net worth individuals and their families in a similar way that a "Family Office" operates. That means we take a comprehensive approach to establishing a relationship to understand and provide advice on both of our client's financial and personal affairs.

Some individuals and families hire tax accountants and lawyers to work alongside their portfolio manager and other administrators in their own family office. MAR Wealth Management can help coordinate these interconnected areas by working with a client's existing advisers and, where necessary, engage quality outside experts. These efforts help us simplify the complexities of issues that families face. The result: a holistic and boutique family office experience.

Our Clientele

Given our high level of personal involvement with each family, we intentionally maintain a small, select group of families and individuals with whom we work. We make ourselves accessible to them at any time of the day, for any reason. We are discreet, and confidentiality is of the utmost importance.

This type of relationship transcends the experience most folks have experienced in the past with other professionals. In any successful relationship, collaboration and communication is vital. We recognize in a mutual way that you have to be comfortable working with us, and we have to be comfortable working with you. We are selective in the relationships we take on because in our view, this is a lifelong partnership.


What education and/or training do you have that relates to your work?

Certified Financial Planner, CFP®


Do you have a standard pricing system for your services? If so, please share the details here.

Fees are negotiable.  Standard fee is 1% per annum of assets under management.


How did you get started in this business?

Maricela A. Ramos, CFP® 

President

For 25 years, Marcy has been a consultative wealth manager to individuals and their families, earning top advisor status in Palm Beach County, Florida for many of the several years while employed at JP Morgan Chase.

By virtue of the responsibilities entrusted to her over the span of her successful career, along with her extensive knowledge in trust and estate planning, Marcy has attained a unique perspective on opportunities and trends in the wealth management industry that benefit her clients. With a deep desire to provide the most thoughtful and objective advice without having to make compromises, she founded MAR Wealth Management Services, LLC. The business provides the ultimate platform that allows her to maximize her experiences in wealth management through strategic flexibility and profound efficiency.


What types of customers have you worked with?

Businesses, Foundations, Families, and Individuals.


Describe a recent event you are fond of.

We have doubled assests under management in 6 years of doing business.


What advice would you give a customer looking to hire a pro in your area of expertise?

Reasearch and due diligence are key to finding a trustworthy, transparent, and objective wealth manager.  At MAR Wealth Management, trust, transparency, and objectivity are what comprise the foundation of our firm.


What questions should customers think through before talking to pros about their needs?

Determining your financial goals and outlining your assets is the first step in developing a sound wealth management strategy.