Maridea Wealth Management partnered with an amazing team to thank the opportunity.
Public source
Publisher name
Public post
Maridea Wealth Management thank you so much for the opportunity! Honored to partner with such an amazing team and excited for the future!
Company
Maridea Wealth Management
Trust, hospitality and fiduciary. We are an SEC-registered advisory firm that provides comprehensive financial solutions
- Industry
- Financial Services
- Location
- Brooklyn, US
- Company size
- 11–50 employees
About Maridea Wealth Management
Maridea Wealth Advisors is a best-in-class wealth advisory firm. Maridea’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. Our clients include individuals, families & institutions. Our wealth solutions include: • Wealth planning • Investment advisory services • Cash flow and treasury management • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning To learn more about us, please visit www.marideawealth.com. Maridea Wealth Management, LLC (“Maridea”), is an SEC registered investment adviser providing investment advisory and related services for clients nationally. Registration does not imply any specific level of skill or training. All investments involve risk and outcomes cannot be guaranteed, including possible loss of principal. For other important disclosures, please visit: www.marideawealth.com.
See moreLatest activity
Latest activity from Maridea Wealth Management
3 signals
People
Maridea Wealth Management welcomed Michael Pultro, Brian Pultro, Donna Mannas, and Stephanie Gillard to the team as Senior Investment Advisors, Client Service Associate, and Office Manager respectively.
Partnerships
Maridea Wealth Management welcomed Pultro Financial Management to the team, led by Michael and Brian Pultro.
Discover more
Similar signals
Similar public activity from other companies.
Partnerships
Five Pillars Wealth
Five Pillars Wealth partnered with Lakefront Capital for a collaboration opportunity.
Partnerships
(k)new era
(k)new era partnered with Stephen to use technology to identify significant tax credits and recover retroactively for business owners.
Partnerships
Nichols Cauley
Nichols Cauley completed a partnership transaction with professionals supporting the transaction and exceeding all expectations.
Partnerships
Dynasty Financial Partners
Dynasty Financial Partners is proud to be a partner with TRUE Private Wealth Advisors
Partnerships
Bayntree Wealth Advisors