Client Service Standards

Marcum Wealth’s client service standards are at the heart of how we partner with our clients.

Here is what you can expect from Marcum Wealth:

PRIORITY

Your goals are our priority.

We care about your goals and strive to help you achieve them. We begin by taking the time to understand your unique objectives and circumstances so that we can customize recommendations specifically for you. We will offer you proactive ideas, stay in touch with you about your needs, and work to develop a lasting and collaborative relationship with you.

RELIABILITY

You can count on us to be here when you need us.

You can depend on your Marcum Wealth advisor to be reliable, responsive, and accessible to you. We commit to answering your questions, fulfilling your request, or simply setting a time to talk with you, when you need us, in a timely fashion.

CONFIDENCE

We are in your corner.

We know investing can be both thrilling and overwhelming. Market trends can be unpredictable and economic conditions are ever-changing. That’s why we educate you on the strategy behind our recommendations and guide you through our investment approach.

PERSONALIZATION

Your preferences drive how we support you.

We aim to understand your perspective and unique preferences so we can provide you with the experience you deserve. This means we will get you the information you want, when you need it, in the way you wish to receive it. Our communication is transparent and clear so you know the progress we’ve made toward achieving your goals.

TRUST

Your trust is the foundation of our partnership.

We endeavor to earn your trust from the first moment we meet and work to uphold it. We never take the responsibility of effectively managing your wealth lightly, and are honored to guide you on your financial journey.