Markiz PC

At Markiz Wealth Management, we are committed to providing a unique and personalized approach to financial planning and wealth management. Our experienced team, led by Gabriel J. Markiz, MSFP, CPA/PFS, CFP, is dedicated to helping individuals and families achieve their long-term financial goals.

What Makes Us Different

At Markiz Wealth Management, we believe that building long-term relationships is key to achieving success. We take the time to get to know our clients, understanding their unique goals, risk tolerance, and financial situations. Our fee-only approach ensures that our interests are aligned with yours, and we work tirelessly to provide personalized advice and guidance.

Our Approach

At Markiz Wealth Management, we take a comprehensive and disciplined approach to financial planning and wealth management. Our investment philosophy is built on the principles of modern portfolio theory, focusing on long-term returns and diversification. We believe that investors can achieve their financial goals by taking a proactive and strategic approach to investing.

Services

Our services include:

• Financial Planning: We provide personalized financial planning and wealth management services to help you achieve your long-term financial goals.
• Wealth Management: We offer customized investment strategies to help you grow your wealth over time.
• Fee Structure: We offer a clear and transparent fee structure, without commissions or conflicts of interest.

Our Philosophy

At Markiz Wealth Management, we believe that understanding the tax consequences of your financial decisions is crucial to achieving your long-term goals. Our experience and expertise in taxation allow us to provide personalized advice and guidance to help you make informed decisions.

Investment Philosophy

Our investment philosophy is built on the principles of passive investing, focusing on market returns in each of the important asset classes of a well-diversified investment portfolio. We believe that security markets are efficient, and investors cannot expect to consistently beat the market by picking individual securities or market timing.

Our Process

Our five-step process allows us to design a plan that is specific to each client:

1. Introductory Conversation: We take the time to get to know you, understanding your goals, risk tolerance, and financial situation.

2. Collecting Information: We gather relevant financial information to create a comprehensive financial plan.

3. Creating a Plan: We design a personalized plan tailored to your unique financial goals and objectives.

4. Implementing the Plan: We work with you to implement your plan, making adjustments as needed.

5. Ongoing Support: We provide ongoing support and monitoring to ensure you stay on track to achieving your financial goals.

At Markiz Wealth Management, we are committed to providing exceptional service and expert guidance to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.