Congratulations to CJ Schur on being promoted to Portfolio Specialist! #MarcumWealth #MarcumEverywhere
Marcum Wealth
Financial Services
Cleveland, Ohio 1,046 followers
Our mission is to provide you with the tools and resources to help you become an effective “CEO of your money”™.
About us
At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™. As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in reaching your life-long and legacy goals. We collaborate with leaders in complementary disciplines across the Marcum affiliates to strategically support you in crossing your financial finish lines.
- Website
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http://www.marcumwealth.com
External link for Marcum Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Cleveland, Ohio
- Type
- Privately Held
- Founded
- 2006
- Specialties
- Family Wealth Management, Wealth Management, Plan Sponsor, Retirement Planning, Retirement Plan Services, 401(k), Financial Planning, and Investment Planning
Locations
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Primary
Get directions
6685 Beta Dr
Cleveland, Ohio 44143, US
Employees at Marcum Wealth
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Alynne Zielinski, MBA, CFP®, CDFA®
Director of Financial Planning at Marcum Wealth
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Louis Trivisonno
Financial Advisor at Aurum Wealth Management is now Marcum Wealth
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Zachary Williams
Financial Advisor & Education Specialist at Marcum Wealth
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Chuck Moore
Managing Director, Partner at Marcum Wealth
Updates
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Congratulations to Michael Granito, MBA on being promoted to Director of Operations! #MarcumWealth #MarcumEverywhere
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📰 Take a snapshot look at the economy in Marcum Wealth’s Strategy Newsletter. We provide a high-level analysis of key factors affecting markets including equity, fixed income, and real estate. In this edition: • Inflation data cools while the unemployment rate moves higher. • Large caps lead the way again for stocks. • The interest rate cutting cycle may finally be within view. • REITs hit attractive levels for long-term investors. Read now: https://hubs.ly/Q02GWBVn0 #MarcumWealth #AskMarcum
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📰📊 Our Economic & Market Update webinar will cover important issues that directly affect you, including inflation, job market shifts, the behavior of the stock market, and trends in the housing sector. This session is ideal for anyone looking to understand the financial landscape and its impact on personal and business finances. Secure your spot: https://hubs.ly/Q02GKqNd0 #MarcumWealth #PlantoMakeItHappen™ #AskMarcum
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We’re seeking a Financial Planner! Don’t miss out on this incredible opportunity to grow with our #MarcumWealth team. Apply now: https://hubs.li/Q02Gpx5s0 #FinancialPlanner #Careers #HiringNow
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⚾ We had a ball at the Chicago Dogs Baseball game with the Marcum LLP Deerfield, IL team! Thanks for a great time! #MarcumWealth #MarcumEverywhere
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Stars, stripes, and the spirit of freedom! As we gather with friends and family to celebrate the Fourth of July, let’s take a moment to honor the values that unite us and the brave hearts that defend them. Wishing everyone a safe and joyous #IndependenceDay! #4thOfJuly #MarcumWealth
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📰📈 Join us for an engaging Economic & Market Update webinar with Michael McKeown, CFA, CPA, Chief Investment Officer at Marcum Wealth. He'll provide an educational overview of the economy's recent activity and offer insights into potential future developments. Register here: https://hubs.li/Q02F1KNj0 #MarcumWealth #PlantoMakeItHappen™ #AskMarcum
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Did you know our downtown Cleveland office is across from the Federal Reserve of Cleveland, one of twelve regional Fed bank locations? For the Federal Open Market Committee, which sets interest rate policy, there is one data point that matters the most: core Personal Consumption Expenditures (PCE). Learn why the future path of interest rates depends on inflation, and in particular, core PCE, in our latest Market Update: https://hubs.li/Q02Dv4J70 #MarcumWealth #AskMarcum
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Last week, we had a great time hosting a luncheon for our clients at the Max Downtown in Hartford, CT, where our Chief Investment Officer, Michael McKeown, CFA, CPA, shared an insightful market update. #MarcumWealth #MarcumEverywhere
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