Mariaca Wealth Management, LLC.

He focuses on providing wealth management solutions to successful individuals and families. Together with his staff, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving. Sergio founded Mariaca Wealth Management, in 2009 and uses a consultative proce

ss to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments. Successful individuals and families work with Sergio to:

- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.

- Make smarter decisions in today’s uncertain political, economic and social environment.

- Obtain an independent second opinion from a financial advisor in their community. Mariaca spent four years as a branch manager and financial advisor with Raymond James Financial Services. He also served as an Adjunct Instructor at Palm Beach State College where he taught financial planning coursework including ‘Retirement Planning Today’ for five years.

•Mariaca Wealth Management, LLC. is a SEC-registered investment adviser. We only transact business where the firm is properly registered, or excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
•All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio. Past performance may not be indicative of future investment results. Articles should not be viewed as personalized investment advice or as an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned.
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