The guidance of a trusted advisor is important no matter which stage of life you are in. Those who find themselves in a period of transition in their lives especially benefit when they seek guidance during these times.

Whether you are in transition:

  • Entering retirement
  • Dealing with the loss of a loved one
  • As a result of an unexpected illness
  • Due to the loss of a job
  • Due to divorce or separation
  • While selling or acquiring a business
  • Proactively setting up investment strategies for a long-term horizon

Marathon Wealth Management is here to provide guidance and financial solutions for your matter. During these times it’s important to have someone who will provide independent, objective, and unbiased advice that is from the heart. 

We work closely with you to execute a financial plan that provides the best lifestyle possible given your unique circumstances. The team at Marathon Wealth Management is honored to help our clients build new pathways, find a renewed sense of peace, and continue towards their life’s ideals.