Maridea completes acquisition of Huckleberry Capital Management
Maridea completes acquisition of Huckleberry Capital Management, bolstering the platform with seasoned investment advisors and an exceptional track record. New York, NY – On February 29, 2024, Maridea Wealth Management (“Maridea”) signed an agreement for of the acquisition and partnership with Huckleberry Capital Management (“HCM”), a distinguished fee-only wealth manager known for its investment management services […]
Maridea Monthly Market Snapshot: March 2024
Dear Clients, Investors & Friends, Attached, please find Maridea’s latest Monthly Market Update for March 2024. This concise report offers a snapshot of key trends and insights shaping the current economic landscape. Here are the summary takeaways for this month: The S&P 500 Index gained +5.2%, underperforming the Russell 2000 Index’s +5.6% return. All […]
Maridea Monthly Market Snapshot: February 2024
Dear Clients, Investors & Friends, Attached, please find Maridea’s latest Monthly Market Update for February 2024. This concise report offers a snapshot of key trends and insights shaping the current economic landscape. Here are the summary takeaways for this month: The S&P 500 Index gained +1.6% in January, while the Russell 2000 Index […]
Maridea Monthly Market Snapshot: December 2023
Maridea partners with Veludi Capital Strategies—a high-producing planning firm with a specialty in insurance
Maridea Wealth acquires Gagni Asset Management
New York, Y – On August 15, 2023, Maridea Wealth Management (“Maridea”) announced the acquisition and closing of Gagni Asset Management (“GAM”), a fee-only wealth manager based in San Antonio, Texas. GAM has a history of achieving impressive double-digit growth within the Texas market since its founding. Led by Marlon Gagni—a seasoned professional in the […]
Maridea Monthly Market Snapshot: January 2024
Dear Clients, Investors & Friends, Attached, please find Maridea’s latest Monthly Market Update for January 2024. This concise report offers a snapshot of key trends and insights shaping the current economic landscape. Here are the summary takeaways for this month: The S&P 500 gained +11.6% during the 4th quarter, and bonds produced […]