Guiding Your Wealth, Shaping Your Future
Guiding Your Wealth,
Shaping Your Future
Who We Are
We think differently about wealth management
Maridea is an independent advisory firm dedicated to providing clients with objective, thoughtful investment and financial guidance.
We strive to deliver exceptional wealth services for exceptional families and institutions. Our goal is to provide compound returns from differentiated capital management, cultivated on a foundation of individualized customer service.
Financial Planning
clients benefit from expertly crafted financial planning services designed to align their goals, tax strategy, assets, estate planning and strategies for a secure and prosperous future
Financial Planning
clients benefit from expertly crafted financial planning services designed to align their goals, tax strategy, assets, estate planning and strategies for a secure and prosperous future
Financial Planning
clients benefit from expertly crafted financial planning services designed to align their goals, tax strategy, assets, estate planning and strategies for a secure and prosperous future
Financial Planning
clients benefit from expertly crafted financial planning services designed to align their goals, tax strategy, assets, estate planning and strategies for a secure and prosperous future
Offering Services
Maridea Health Management & our partners have the expertise to address all your financial needs.
Customer Services Comes First
Meet Our Featured advisors
Allison & Marc Gagni
Meet the siblings at the helm of Gagni Wealth Management, Marc and Allison Gagni, co-founders and seasoned financial advisors. With roots dating back to 2007, Marc’s journey in the financial industry began under the mentorship of his father, Marlon. Beyond finance, Marc’s love for cars is rivaled only by his commitment to clients. A proud Texas Tech University alum, Marc brings a wealth of experience and knowledge to every client relationship.
Allison, also a proud Texas Tech graduate, is not just a financial advisor but a catalyst for change in San Antonio through her dedication to empowering women in financial literacy. With experience as a former registered representative of New York Life, she combines her industry expertise with a genuine passion for helping clients achieve financial independence. At Gagni Wealth Management, Marc and Allison blend their unique backgrounds and shared commitment to provide personalized financial guidance that transcends conventional advisory services.
Allison & Marc Gagni
Meet the siblings at the helm of Gagni Wealth Management, Marc and Allison Gagni, co-founders and seasoned financial advisors. With roots dating back to 2007, Marc’s journey in the financial industry began under the mentorship of his father, Marlon. Beyond finance, Marc’s love for cars is rivaled only by his commitment to clients. A proud Texas Tech University alum, Marc brings a wealth of experience and knowledge to every client relationship.
Allison, also a proud Texas Tech graduate, is not just a financial advisor but a catalyst for change in San Antonio through her dedication to empowering women in financial literacy. With experience as a former registered representative of New York Life, she combines her industry expertise with a genuine passion for helping clients achieve financial independence. At Gagni Wealth Management, Marc and Allison blend their unique backgrounds and shared commitment to provide personalized financial guidance that transcends conventional advisory services.
Allison & Marc Gagni
Meet the siblings at the helm of Gagni Wealth Management, Marc and Allison Gagni, co-founders and seasoned financial advisors. With roots dating back to 2007, Marc’s journey in the financial industry began under the mentorship of his father, Marlon. Beyond finance, Marc’s love for cars is rivaled only by his commitment to clients. A proud Texas Tech University alum, Marc brings a wealth of experience and knowledge to every client relationship.
Allison, also a proud Texas Tech graduate, is not just a financial advisor but a catalyst for change in San Antonio through her dedication to empowering women in financial literacy. With experience as a former registered representative of New York Life, she combines her industry expertise with a genuine passion for helping clients achieve financial independence. At Gagni Wealth Management, Marc and Allison blend their unique backgrounds and shared commitment to provide personalized financial guidance that transcends conventional advisory services.
We Seek Excellence
Founded by financial advisors to support financial advisors.
Maridea Health Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.