Nick Maratta, Mba, Cfp®, Fbs® Email & Phone Number

We recognize that portfolios are influenced not just by economic factors, but also by market psychology. Our approach to asset management takes investor psychology into account, and the Your Mental Wealth ™ Discovery Process enables us to get a more comprehensive view of our Clients’ risk tolerance and goals. Simply put, by leveraging our expertise in asset management, financial planning, and behavioral finance, we help Clients quantify what they have, calculate what they need, chart their course, avoid behavioral investment mistakes, and stay on track.I specialize in helping High Net Worth Individuals and Families with unique financial challenges which include but not limited to:Asset Protection StrategiesCustomized Investment SolutionsDebt ManagementCash Flow OptimizationRetirement PlanningRisk Management and Liability ProtectionTax Planning and EfficiencyLegacy, Wealth Transfer, and Estate PlanningI have over 20 year’s professional experience in the financial and investment services industry. I have seen throughout my career that truly helping a client reach their financial and investment goals is by acting in a fiduciary capacity. This means you are always putting your clients interest first. I am a Certified Financial Planner™, which obliges me to be a fiduciary and uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics.If you could use a financial guide, feel free to contact me so we can get acquainted and discuss how I may be able to help.

Listed skills include Estate Planning, Series 63, Fixed Income, Bonds, and 22 others.