Marc Lowlicht, CFP® and MSFP, has almost 30 years of experience providing tailored, financial management solutions that help clients accumulate and preserve their wealth and resourcefully protect their assets. His areas of expertise include: Wealth Management Strategies, Tax Planning, Investment Management, Retirement Strategies, Trust Management Services, Estate Conservation, Insurance and Risk Planning, Philanthropic Planning, Due Diligence on outside investments and Multigenerational Planning. Marc has been featured extensively in the media, including regular contributions to Forbes and Worth Magazine, and on Fox Business News. He was named one of America’s ‘Best Financial Planners’ by the Consumers’ Research Council of America. Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures.. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.