Maridea Wealth Management
- 25 Kent Avenue, Suite 401, Brooklyn NY 11249
- (347) 289-5227
Welcome
We strive to provide a high quality wealth management experience that makes the complexities of financial life easy to understand. It is our goal to deliver the full breadth of Merrill’s resources, research, & planning tools to our clients and that starts with taking a goals-based approach to wealth management. By focusing on what matters to you on a personal level-such as a child’s education, a new home, or income during retirement, our team will help you develop an investment approach that addresses your unique concerns and priorities.
"Culture is the foundation of everything we do at Maridea. When you align talent with shared values and vision, extraordinary things follow."
Nick Crow, Chief Operating Officer
Our Specialites
Financial Planning
Financial Planning
Maridea’s 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.
Investment Management
Investment Management
Maridea offers industry-leding portfolio management services, leveraging diversified strategies to maximize returns while minimizing risk for clients’ investment portfolios.
Insurance and Risk Management
Insurance and Risk Management
Maridea offers comprehensive insurance services to safeguard and enhance clients’ financial portfolios through tailored coverage plans and risk management strategies.
Retirement & Multi-Generational Planning
Retirement & Multi-Generational Planning
Maridea provides comprehensive retirement and multi-generational planning services, ensuring clients’ financial security and legacy preservation across generations.
Meet Our Team
Maridea's Dedication to Service
Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions through the alignment of their wealth and what matters most.
What Maridea Stands For
Trust. Hospitality. Fiduciary.
We strive to deliver exceptional wealth services for exceptional families and institutions. We are guided by expert advisors and have a deep understanding of your requirements to provide an exceptional client journey. We understand the importance of being responsive, proactive and strive to go the extra mile to meet the needs of our clients.