Maridea Monthly Market Snapshot: December 2023

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Maridea Wealth Management is comprehensive wealth management firm built on a client-first culture. The firm is dedicated to delivering industry-leading wealth management with integrity, hospitality, and a long-term commitment to clients’ financial success.

Get in touch

Address:

25 Kent Avenue, Suite 401, Brooklyn NY 11249

Email:

[email protected]

Call us

(347) 289-5227

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Disclosures

“Maridea Wealth Management” or “Maridea” refers to Maridea Holdings LLC and its subsidiaries and affiliates. Maridea Wealth Management LLC (“MWM”), Maridea Insurance Company LLC (“MIC”), and Maridea Tax and Business Services LLC (“MTBS”) are wholly owned subsidiaries and affiliates of Maridea Holdings LLC. Investment advisory services are offered through MWM, an SEC-registered investment advisor. MWM also does business as Vitalstone Financial (“Vitalstone”) and Heritage Financial Strategies (“Heritage”). Insurance-related services are offered through MIC. Tax preparation and business services are offered through MTBS. SEC registration does not imply any specific level of skill or training. Gagni Wealth Management LLC, a wholly owned subsidiary of MWM, is a Texas state-registered investment advisor providing investment advisory and related services to clients nationwide. For additional information, please refer to the disclosure pages linked below.

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